Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$84K
- Vision$84K
- Life$84K
- Other$84K
Sponsor portfolio
VANGUARD DIRECT, INC
EIN 11-2517083Latest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$84K premiums
Participants
251
519 8TH AVE FL 23 - NEW YORK, NY 100184570212-736-0770
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $84K premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
49%top
- PROFESSIONAL PENSIONS INC49%
- RUSSELL J CARPENTIERI42%
- CAMBRIDGE LIFE BROKERAGE LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VANGUARD DIRECT 401(K) RETIREMENT PLAN
401k
Assets$24.7M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VANGUARD DIRECT, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$84K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VANGUARD DIRECT 401(K) RETIREMENT PLAN | 401k | $24.7M | 166 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VANGUARD DIRECT, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $84K | 0 | 2025 |
Retirement plans
Welfare plans