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Sponsor portfolioWelfare / HealthEIN 06-1762342

BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC

7250 DALLAS PARKWAY · PLANO, TX 75024
9723770300
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$417K
No prior year
Persons covered
74
No prior year
Total participants
49
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$417K
BUSINESS VALUATION ADVISORS LLC EMPLOYEE BENEFIT PLAN
Mixed74 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$319K74.9%
Dental$48K11.3%
Long-term disability$22K5.1%
Short-term disability$14K3.3%
Other$10K2.4%
Life$9K2.1%
Vision$4K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$319K76.6%1149
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$48K11.6%1148
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$46K11.0%150
EYEMED VISION CARE
EIN 430949844
V
$4K0.9%1174

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FROST INSURANCE AGENCY INCDALLAS, TXLIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA), EYEMED VISION CARE$6K$0$6K48.4%1
FRONT INSURANCE AGENCY INCDALLAS, TXLIFE INSURANCE COMPANY OF NORTH AMERICA$3K$0$3K20.3%1
BUSINESS VALUATION ADVISORS LLC EMPDALLAS, TXCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$2K$0$2K15.7%1
SUMMIT FINANCIAL GROUP INC.DALLAS, TXLIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE$2K$0$2K15.4%1
RANDY GOWDYDALLAS, TXLIFE INSURANCE COMPANY OF NORTH AMERICA$16$0$160.1%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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