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Sponsor portfolio

VESTA CORPORATION

EIN 06-1512511-real estate-Latest filing 2024
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$2.7M premiums
Participants
571
175 POWDER FOREST DRIVE - WEATOGUE, CT 06089860-325-1725vestacorp.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$9.3M - 305 part#520Fully Insured-$2.7M - 318 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Other$170K
  • Life$155K
  • Short-term disability$155K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • SCHUSTER DRISCOLL LLC91%
  • NFP INSURANCE SERVICES INC9%
  • SOAR TO SUCCESS LLC0%
  • LOCKTON COMPANIES, LLC0%
Total $112K4 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

VESTA CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

VESTA CORPORATION WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VESTA CORPORATION 401(K) PROFIT SHARING PLAN401k$9.3M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520VESTA CORPORATION WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M3182024
Retirement plans
Welfare plans
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