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Sponsor portfolio

SV-DVS HOLDINGS, LLC

EIN 83-3359849-Latest filing 2025
Plans
2
Retirement
1
$47.0M assets
Welfare
1
$3.5M premiums
Participants
617
2005 MARKET STREET, 33RD FLOOR - PHILADELPHIA, PA 19103215-656-3552
Plans on this EIN
2 filings
#001401k-$47.0M - 360 part#501Fully Insured-$3.5M - 335 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$555K
  • Life$254K
  • Short-term disability$254K
  • Long-term disability$254K
  • Other$254K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • KISTLER TIFFANY BENEFITS69%
  • WILLIS TOWERS WATSON US LLC31%
Total $91K2 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

DIVERSIFIED SEARCH GROUP RETIREMENT PLAN

401k

Assets$47.0M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SV-DVS HOLDINGS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$3.5M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIVERSIFIED SEARCH GROUP RETIREMENT PLAN401k$47.0M3602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SV-DVS HOLDINGS, LLC EMPLOYEE BENEFITS PLANFully InsuredINDEPENDENCE BLUE CROSS$3.5M3352025
Retirement plans
Welfare plans
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