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Sponsor portfolio

RIVERVIEW INVESTMENT HOLDINGS LLC

EIN 82-3221106-Utilities-Latest filing 2024
Plans
3
Retirement
1
$32.0M assets
Welfare
2
$1.5M premiums
Participants
272
2200 ATLANTIC STREET, SUITE 800 - STAMFORD, CT 06902203-564-8000
Plans on this EIN
3 filings
#001401k-$32.0M - 114 part#507Fully Insured-$1.5M - 161 lives#508Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$88K
  • Life$76K
  • Long-term disability$76K
  • Vision$4K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • HARTFORD LIFE AND ACCIDENT5%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
  • EYEMED VISION CARE0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • USI INSURANCE SERVICES LLC60%
  • WILLIS TOWERS WATSON US LLC40%
Total $9K2 slices

Plan deep-dives

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

RIVERVIEW INVESTMENT HOLDINGS LLC PLAN

401k

Assets$32.0M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

RIVERVIEW WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

RIVERVIEW INVESTMENT HOLDINGS LLC SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RIVERVIEW INVESTMENT HOLDINGS LLC PLAN401k$32.0M1142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507RIVERVIEW WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.5M1612024
508RIVERVIEW INVESTMENT HOLDINGS LLC SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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