Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$26.6M
- PLAN AND TRUST (#002)$19.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $46.4M assets / 413 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $205K premiums / 242 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Stock bonus
Fully insured - DELTA DENTAL OF COLORADO
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JVA, INC. PROFIT-SHARING PLAN AND TRUST | 401(k) | $26.6M | 186 | 2025 |
| #002 | JVA, INC. EMPLOYEES' STOCK BONUS PLAN AND TRUST | Stock bonus | $19.9M | 227 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JVA, INC. EMPLOYEE HEALTH PLAN | Fully insured | DELTA DENTAL OF COLORADO | $205K | 242 | 2025 |