Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$698K
- Life$506K
- Short-term disability$506K
- Long-term disability$506K
- Health$234K
- Prescription drug$234K
Sponsor portfolio
OVATION HOLDINGS, INC.
EIN 82-5057672Latest filing 2025
Plans
2
Retirement
1
$45.3M assets
Welfare
1
$932K premiums
Participants
1,469
4419 STATE STREET - RIVERDALE, IA 52722563-359-8100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $932K premiums / 907 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY54%
- KAISER FOUNDATION HEALTH PLAN INC25%
- ASSURITY LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
64%top
- BROWN & BROWN INSURANCE SERVICES64%
- MATTHEW STEVEN REDNOUR18%
- WARE GROUP GENERAL AGENCIES11%
- GCG FINANCIAL LLC3%
- ERIN BRZOZOWSKI, INC.3%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OVATION HOLDINGS 401(K) RETIREMENT PLAN
401k
Assets$45.3M
Participants861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OVATION HOLDINGS EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$932K
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OVATION HOLDINGS 401(K) RETIREMENT PLAN | 401k | $45.3M | 861 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OVATION HOLDINGS EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $932K | 907 | 2025 |
Retirement plans
Welfare plans