Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$25K
- Other$25K
- Short-term disability$19K
Sponsor portfolio
SVG MANAGEMENT GROUP LLC
EIN 81-4446083Retail TradeLatest filing 2024
Plans
2
Retirement
1
$647K assets
Welfare
1
$43K premiums
Participants
329
3415 SEAJAY DRIVE - BEAVERCREEK, OH 45430937-898-1616
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $43K premiums / 151 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- STRATEGIC BENEFITS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SVG MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN
401k
Assets$647K
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SVG MOTORS LLC
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$43K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SVG MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN | 401k | $647K | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SVG MOTORS LLC | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $43K | 151 | 2024 |
Retirement plans
Welfare plans