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Sponsor portfolio

TAVANT TECHNOLOGIES, INC.

EIN 91-2027172-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$27.7M assets
Welfare
1
$1.4M premiums
Participants
667
3945 FREEDOM CIRCLE, SUITE 600 - SANTA CLARA, CA 95054408-519-5400
Plans on this EIN
2 filings
#001401k-$27.7M - 404 part#501Mixed-$1.4M - 265 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$132K
  • Other$108K
  • Long-term disability$66K
  • Short-term disability$51K
  • Life$16K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA14%
  • VISION SERVICE PLAN9%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ACRISURE LLC96%
  • GROUP BENEFITS LTD2%
  • PROGRESSIVE BENEFIT GROUP2%
  • PACIFIC ADVISORS LLC0%
Total $210K4 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

TAVANT TECHNOLOGIES 401(K) PLAN

401k

Assets$27.7M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAVANT TECHNOLOGIES, INC. GROUP WELFARE AND BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAVANT TECHNOLOGIES 401(K) PLAN401k$27.7M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAVANT TECHNOLOGIES, INC. GROUP WELFARE AND BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M2652024
Retirement plans
Welfare plans
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