Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$103K
- Short-term disability$92K
- Long-term disability$55K
- Life$53K
- Vision$27K
Sponsor portfolio
VNA & HOSPICE OF THE SOUTHWEST REGION, INC.
EIN 03-0185024hospital & health careLatest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$277K premiums
Participants
392
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $277K premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
81%top
- DIGITAL INSURANCE LLC81%
- CENTRO BENEFITS RESEARCH LLC19%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST
401k
Assets$15.7M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
VNA & HOSPICE OF THE SOUTHWEST REGION, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$277K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST | 401k | $15.7M | 272 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | VNA & HOSPICE OF THE SOUTHWEST REGION, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $277K | 165 | 2025 |
Retirement plans
Welfare plans