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Sponsor portfolio

SAVILLE CPAS AND ADVISORS, LLC

EIN 90-0525804-accounting-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$2.3M premiums
Participants
383
700 N PEARL STREET, SUITE 1900 - DALLAS, TX 75201214-922-9727savillecpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$16.1M - 191 part#501Fully Insured-$2.3M - 212 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$226K
  • Vision$226K
  • Life$226K
  • Short-term disability$226K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • AVANT SPECIALTY BENEFITS LLC71%
  • HOLMES MURPHY & ASSOCIATES29%
Total $15K2 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

SAVILLE CPAS & ADVISORS LLC 401K PLAN

401k

Assets$16.1M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAVILLE CPAS AND ADVISORS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAVILLE CPAS & ADVISORS LLC 401K PLAN401k$16.1M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAVILLE CPAS AND ADVISORS, LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M2122025
Retirement plans
Welfare plans
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