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Sponsor portfolio

ALIVIA CARE, INC.

EIN 84-4695341-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$47.1M assets
Welfare
1
$1.7M premiums
Participants
2,452
4266 SUNBEAM RD - JACKSONVILLE, FL 322576030904-407-6329aliviacare.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$47.1M - 1,440 part#501Mixed-$1.7M - 1,012 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,012 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$961K
  • Short-term disability$961K
  • Long-term disability$961K
  • Dental$570K
  • Other$102K
  • Vision$82K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HARTFORD LIFE AND ACCIDENT56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
  • HUMANA INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • PERSPECTIVES LTD1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MFB FINANCIAL INC92%
  • NFP INSURANCE SERVICES INC8%
  • MATT CASTO0%
  • CHARLES B ZITSMAN0%
Total $314K4 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

ALIVIA CARE, INC. 403(B) RETIREMENT PLAN

403b

Assets$47.1M
Participants1,440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALIVIA CARE, INC. CAFETERIA PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.7M
Covered lives1,012
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALIVIA CARE, INC. 403(B) RETIREMENT PLAN403b$47.1M1,4402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALIVIA CARE, INC. CAFETERIA PLANMixedHARTFORD LIFE AND ACCIDENT$1.7M1,0122025
Retirement plans
Welfare plans
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