PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VORMITTAG ASSOCIATES, INC.
Sponsor portfolio

VORMITTAG ASSOCIATES, INC.

EIN 11-2532460-Latest filing 2025
Plans
2
Retirement
1
$38.0M assets
Welfare
1
$230K premiums
Participants
559
120 COMAC STREET - RONKONKOMA, NY 11779631-588-9500
Plans on this EIN
2 filings
#001401k-$38.0M - 242 part#504Mixed-$230K - 317 lives

Benefits portfolio analytics

1 plan / $230K premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$143K
  • Vision$143K
  • Life$53K
  • Long-term disability$35K
Total $230K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • AETNA LIFE INSURANCE COMPANY62%
  • ANTHEM LIFE INSURANCE COMPANY38%
Total $230K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • WORLD INSURANCE ASSOCIATES LLC66%
  • CENTERSTONE INSURANCE AND FINANCIAL34%
Total $18K2 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

VORMITTAG ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$38.0M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

VORMITTAG ASSOCIATES, INC. WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$230K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VORMITTAG ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST401k$38.0M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504VORMITTAG ASSOCIATES, INC. WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$230K3172025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica