Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolioTH
TVR INC.
EIN 82-0496625mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$17.9M assets
Welfare
1
$80K premiums
Participants
263
1900 E LANARK ST. - MERIDIAN, ID 83642208-323-0433tvrinc.netLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.9M assets / 202 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $80K premiums / 111 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$70K
- Vision$10K
Carrier market share
Premium dollars by Schedule A carrier
46%top
- WILLAMETTE DENTAL INSURANCE, INC.46%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
- UNITED HERITAGE LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
50%top
- ALLIANT INSURANCE SERVICES, INC.50%
- ADVANCED BENEFITS20%
- BLACK INK BENEFITS20%
- JEAN-PAUL DUPIN10%
- PACIFIC ADVISORS LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TVR INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$13.9M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TVR, INC. 401(K) PLAN
401k
Assets$4.0M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TVR INC EMPLOYEE BENEFITS PLAN
Mixed - WILLAMETTE DENTAL OF IDAHO, INC.
Premiums$80K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TVR INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $13.9M | 103 | 2025 | |
| 001 | TVR, INC. 401(K) PLAN | 401k | $4.0M | 99 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TVR INC EMPLOYEE BENEFITS PLAN | Mixed | WILLAMETTE DENTAL OF IDAHO, INC. | $80K | 111 | 2024 |
Retirement plans
Welfare plans