Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TIVOLY, INC
EIN 56-1628422Latest filing 2025
Plans
3
Retirement
2
$10.9M assets
Welfare
1
$78K premiums
Participants
292
434 BAXTER AVE - DERBY LINE, VT 05830802-873-6026
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 192 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- CPI QUALIFIED PLAN CONSULTANTS, INC74%
- (Not disclosed)26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $78K premiums / 98 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$55K
- Life$18K
- Other$18K
- Long-term disability$5K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
68%top
- ACRISURE LLC68%
- GROUP BENEFIT SERVICES INC22%
- GROUP BENEFITS LTD9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TIVOLY, INC. EMPLOYEES' 401(K) PLAN
401k
Assets$8.0M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TIVOLY, INC. EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$2.9M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TIVOLY, INC. LIFE AND SHORT-TERM DISABILITY INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$78K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TIVOLY, INC. EMPLOYEES' 401(K) PLAN | 401k | $8.0M | 126 | 2024 | |
| 001 | TIVOLY, INC. EMPLOYEES RETIREMENT PLAN | TraditionalDB | $2.9M | 66 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TIVOLY, INC. LIFE AND SHORT-TERM DISABILITY INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $78K | 98 | 2025 |
Retirement plans
Welfare plans