Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVEKA GROUP, INC.
EIN 84-3129062chemicalsLatest filing 2025
Plans
3
Retirement
2
$20.3M assets
Welfare
1
$1.5M premiums
Participants
585
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.3M assets / 408 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 255 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Life$108K
- Short-term disability$108K
- Long-term disability$108K
- Other$108K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- HEALTHPARTNERS INSURANCE COMPANY92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
55%top
- PDCM INSURANCE55%
- PEDERSEN DOWIE CLABBY & MCCAUSLAND27%
- BROWN & BROWN INSURANCE SERVICES13%
- GALLAGHER BENEFIT SERVICES, INC.5%
- PEDERSON DOWIE CLABBY & MCCAUSLAND1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVEKA GROUP, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$15.0M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AVEKA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$5.3M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AVEKA GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - HEALTHPARTNERS INSURANCE COMPANY
Premiums$1.5M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVEKA GROUP, INC. PROFIT SHARING 401(K) PLAN | 401k | $15.0M | 227 | 2025 | |
| 002 | AVEKA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $5.3M | 181 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AVEKA GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | HEALTHPARTNERS INSURANCE COMPANY | $1.5M | 255 | 2025 |
Retirement plans
Welfare plans