Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
JVA, INC.
EIN 84-0638689civil engineeringLatest filing 2024
Plans
3
Retirement
2
$39.5M assets
Welfare
1
$180K premiums
Participants
534
1319 SPRUCE STREET - BOULDER, CO 803024850303-444-1951jvajva.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $39.5M assets / 391 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- MILLIMAN, INC.42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $180K premiums / 223 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$112K
- Life$59K
- Short-term disability$59K
- Long-term disability$59K
- Other$59K
- Vision$10K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- DELTA DENTAL OF CALIFORNIA62%
- LIFE INSURANCE COMPANY OF NORTH AMERICA32%
- AMERITAS LIFE INSURANCE CORP.5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JVA, INC. PROFIT-SHARING PLAN AND TRUST
401k
Assets$22.8M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JVA, INC. EMPLOYEES' STOCK BONUS PLAN AND TRUST
StockBonus
Assets$16.7M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JVA, INC. EMPLOYEE HEALTH PLAN
Fully Insured - DELTA DENTAL OF COLORADO
Premiums$180K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JVA, INC. PROFIT-SHARING PLAN AND TRUST | 401k | $22.8M | 177 | 2024 | |
| 002 | JVA, INC. EMPLOYEES' STOCK BONUS PLAN AND TRUST | StockBonus | $16.7M | 214 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JVA, INC. EMPLOYEE HEALTH PLAN | Fully Insured | DELTA DENTAL OF COLORADO | $180K | 223 | 2024 |
Retirement plans
Welfare plans