Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
CV Industries, Inc.
EIN 56-1043374ManufacturingLatest filing 2025
Plans
5
Retirement
2
$98.4M assets
Health & Benefits
3
$1.1M premiums
Participants
2,280
PO BOX 70 - VALDESE, NC 28690828-874-2181
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $98.4M assets / 1,710 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.1M premiums / 2,330 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$452K
- Life$439K
- Short-term disability$439K
- Long-term disability$439K
- Dental$225K
- Vision$225K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CV INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$59.7M
Participants1,018
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CV INDUSTRIES 401(K) PLAN
401(k)
Assets$38.8M
Participants692
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
CV INDUSTRIES, INC. WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$677K
Covered lives869
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
CVI HEALTH CARE PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$263K
Covered lives548
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
CV INDUSTRIES, INC. DENTAL PLAN
Fully insured - AMERITAS LIFE INSURANCE CORP.
Premiums$178K
Covered lives913
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CV INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $59.7M | 1,018 | 2025 |
| #002 | CV INDUSTRIES 401(K) PLAN | 401(k) | $38.8M | 692 | 2025 |
- #001 · ESOP · 20251,018
- #002 · 401(k) · 2025692
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #508 | CV INDUSTRIES, INC. WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $677K | 869 | 2025 |
| #503 | CVI HEALTH CARE PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $263K | 548 | 2024 |
| #504 | CV INDUSTRIES, INC. DENTAL PLAN | Fully insured | AMERITAS LIFE INSURANCE CORP. | $178K | 913 | 2024 |
- #508 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025869
- CVI HEALTH CARE PLAN$263K#503 · Self-funded · HM LIFE INSURANCE COMPANY · 2024548
- #504 · Fully insured · AMERITAS LIFE INSURANCE CORP. · 2024913
Retirement plans
Health & Benefits plans