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Sponsor portfolio

PALO ALTO VETERANS INSTITUTE FOR RESEARCH

EIN 77-0207331-research-Latest filing 2025
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$490K premiums
Participants
552
3801 MIRANDA AVENUE, BUILDING 101, ROOM A2 - 210 - PALO ALTO, CA 94304650-858-3970pavir.orgLinkedIn201-500 employeesresearch
Plans on this EIN
2 filings
#001401k-$40.2M - 415 part#501Mixed-$490K - 155 lives

Benefits portfolio analytics

1 plan / $490K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$479K
  • Health$414K
  • Prescription drug$414K
  • Life$65K
  • Short-term disability$65K
  • Long-term disability$65K
  • +1 more
Total $490K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • EYEMED VISION CARE2%
Total $490K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAVIR RETIREMENT PLAN

401k

Assets$40.2M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PALO ALTO VETERANS INSTITUTE FOR RESEARCH EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$490K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAVIR RETIREMENT PLAN401k$40.2M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PALO ALTO VETERANS INSTITUTE FOR RESEARCH EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$490K1552025
Retirement plans
Welfare plans
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