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Sponsor portfolio

STATE VOLUNTEER MUTUAL INSURANCE COMPANY

EIN 62-0965320-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$120.4M assets
Welfare
1
$831K premiums
Participants
499
5005 MARYLAND WAY, SUITE 300 - BRENTWOOD, TN 37027615-377-1999
Plans on this EIN
3 filings
#002401k-$62.3M - 162 part#001TraditionalDB-$58.1M - 193 part#501Mixed-$831K - 272 lives

Retirement portfolio analytics

2 plans aggregated / $120.4M assets / 355 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • COMPANY THRIFT PLAN (#002)52%
  • COMPANY RETIREMENT PLAN (#001)48%
Total $120.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#001)193
  • COMPANY THRIFT PLAN (#002)162
Total 355Click row to drill in

Benefits portfolio analytics

1 plan / $831K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$600K
  • Other$216K
  • Life$161K
  • Long-term disability$161K
  • Vision$15K
Total $831K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • STANDARD INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA2%
Total $831K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • DIGITAL INSURANCE LLC0%
Total $99K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STATE VOLUNTEER MUTUAL INSURANCE COMPANY THRIFT PLAN

401k

Assets$62.3M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN

TraditionalDB

Assets$58.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE VOLUNTEER MUTUAL INSURANCE COMPANY WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPMANY

Premiums$831K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STATE VOLUNTEER MUTUAL INSURANCE COMPANY THRIFT PLAN401k$62.3M1622025
001STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLANTraditionalDB$58.1M1932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE VOLUNTEER MUTUAL INSURANCE COMPANY WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPMANY$831K2722024
Retirement plans
Welfare plans
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