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  2. VENTURE TOGETHER, INC.
Sponsor portfolio

VENTURE TOGETHER, INC.

EIN 13-2661988-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$13.0M assets
Welfare
1
$3.4M premiums
Participants
1,464
25 SMITH ST., SUITE 514 - NANUET, NY 10954845-624-3864venturetogetherny.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$9.5M - 303 part#001ProfitSharing-$3.5M - 745 part#502Mixed-$3.4M - 409 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 1,048 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • TOGETHER, INC. 403(B) (#002)73%
  • INC. RETIREMENT PLAN (#001)27%
Total $13.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • EPIC RETIREMENT PLAN SERVICES100%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)745
  • TOGETHER, INC. 403(B) (#002)303
Total 1,048Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 409 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Other$204K
  • Dental$171K
  • Vision$171K
  • Life$63K
  • Long-term disability$28K
Total $3.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • AFLAC4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • PILOT BENEFITS GROUP LLC81%
  • NFP INSURANCE SERVICES INC7%
  • JASON SALLEMI2%
  • KENNETH THOMAS BOLLIN2%
  • TREVOR FENNELL2%
  • +3 more
Total $135K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VENTURE TOGETHER, INC. 403(B) PLAN

403b

Assets$9.5M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VENTURE TOGETHER, INC. RETIREMENT PLAN

ProfitSharing

Assets$3.5M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VENTURE TOGETHER, INC. WRAP BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VENTURE TOGETHER, INC. 403(B) PLAN403b$9.5M3032025
001VENTURE TOGETHER, INC. RETIREMENT PLANProfitSharing$3.5M7452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VENTURE TOGETHER, INC. WRAP BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.4M4092025
Retirement plans
Welfare plans
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