Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$361K
- Dental$57K
- Vision$8K
Sponsor portfolio
JVI GROUP INC.
EIN 82-4060434ConstructionLatest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$431K premiums
Participants
375
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $431K premiums / 296 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- AVALON INSURANCE COMPANY85%
- UNITED CONCORDIA INSURANCE COMPANY13%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
79%top
- MATHER & STROHL ADMIN SVC INC79%
- MCCONKEY BENEFITS & FINANCIAL SERV21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JVI GROUP RETIREMENT PLAN
401k
Assets$3.5M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JVI GROUP, INC. GROUP MEDICAL PLAN
Self Funded - AVALON INSURANCE COMPANY
Premiums$368K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
JVI GROUP, INC. GROUP INSURANCE PLAN
Fully Insured - UNITED CONCORDIA COMPANIES, INC.
Premiums$63K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JVI GROUP RETIREMENT PLAN | 401k | $3.5M | 158 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JVI GROUP, INC. GROUP MEDICAL PLAN | Self Funded | AVALON INSURANCE COMPANY | $368K | 108 | 2025 | |
| 502 | JVI GROUP, INC. GROUP INSURANCE PLAN | Fully Insured | UNITED CONCORDIA COMPANIES, INC. | $63K | 188 | 2025 |
Retirement plans
Welfare plans