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Sponsor portfolio

THE VITA COCO COMPANY, INC.

EIN 11-3713156-wine and spirits-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$2.8M premiums
Participants
549
111 5TH AVENUE, FLOOR 2 - NEW YORK, NY 10003212-206-0763vitacoco.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filings
#001401k-$19.7M - 310 part#501Fully Insured-$2.8M - 343 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Life$154K
  • Short-term disability$154K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • ANTHEM LIFE INSURANCE COMPANY94%
  • HARTFORD LIFE AND ACCIDENT6%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE VITA COCO COMPANY, INC. 401(K) PLAN

401k

Assets$19.7M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE VITA COCO COMPANY HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$2.8M
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE VITA COCO COMPANY, INC. 401(K) PLAN401k$19.7M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE VITA COCO COMPANY HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS$2.8M3432025
Retirement plans
Welfare plans
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