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  2. NV5, INC.
Sponsor portfolio

NV5, INC.

EIN 80-0548043-construction-Latest filing 2024
Plans
2
Retirement
1
$464.3M assets
Welfare
1
$31.4M premiums
Participants
8,195
15092 AVENUE OF SCIENCE, SUITE 200 - SAN DIEGO, CA 92128858-385-2136vertical-v.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$464.3M - 5,084 part#501Fully Insured-$31.4M - 4,493 lives

Benefits portfolio analytics

1 plan / $31.4M premiums / 4,493 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$29.0M
  • Prescription drug$29.0M
  • Dental$23.5M
  • Other$2.1M
  • Life$1.9M
  • Short-term disability$1.9M
  • +2 more
Total $31.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • HARTFORD LIFE AND ACCIDENT6%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +3 more
Total $31.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ALLIANT INSURANCE SERVICES, INC.90%
  • SYNERGY ENROLLMENT AND BENEFITS LLC9%
  • EOI SERVICE COMPANY INC0%
  • IMG0%
Total $614K4 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

NV5, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$464.3M
Participants5,084
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NV5, INC. GROUP WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$31.4M
Covered lives4,493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NV5, INC. 401(K) PROFIT SHARING PLAN401k$464.3M5,0842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NV5, INC. GROUP WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$31.4M4,4932024
Retirement plans
Welfare plans
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