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Sponsor portfolio

LAVIEHOLDCO, LLC

EIN 87-3131400-Latest filing 2025
Plans
2
Retirement
1
$37.5M assets
Welfare
1
$3.0M premiums
Participants
7,395
850 CONCOURSE PARKWAY S, SUITE 250 - MAITLAND, FL 32751407-571-1550
Plans on this EIN
2 filings
#002401k-$37.5M - 4,890 part#501Mixed-$3.0M - 2,496 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 2,496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Dental$740K
  • Life$352K
  • Vision$148K
  • Long-term disability$131K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • AFLAC42%
  • STARMOUNT LIFE INSURANCE COMPANY24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • RELIASTAR LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE5%
  • +1 more
Total $3.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • BENEFIT COMMUNICATIONS INC57%
  • MCGRIFF INSURANCE SERVICES INC32%
  • HODGES-MACE BENEFITS GRP INC5%
  • STEALTH PARTNER GROUP LLC4%
  • MARSH & MCLENNAN AGENCY LLC2%
  • +1 more
Total $705K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAVIE HOLDCO 401(K) PLAN

401k

Assets$37.5M
Participants4,890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAVIEHOLD CO, LLC HEALTH AND WELFARE PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$3.0M
Covered lives2,496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LAVIE HOLDCO 401(K) PLAN401k$37.5M4,8902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAVIEHOLD CO, LLC HEALTH AND WELFARE PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$3.0M2,4962025
Retirement plans
Welfare plans
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