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Sponsor portfolio

VANCREST MANAGEMENT CORPORATION

EIN 20-0008018-investment management-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$1.6M premiums
Participants
2,574
120 WEST MAIN STREET, SUITE 200 - VAN WERT, OH 45891419-238-0715LinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$20.6M - 1,941 part#501Mixed-$1.6M - 1,203 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Stop-loss$1.3M
  • Life$281K
  • Short-term disability$281K
  • Vision$42K
  • Dental$27K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HCC LIFE INSURANCE COMPANY78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • EYEMED VISION CARE3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MARSH & MCLENNAN AGENCY LLC76%
  • C2 CENTRIC LLC17%
  • WATCHTOWER TECHNOLOGIES INC6%
  • WATCHTOWER BENEFITS, LLC1%
Total $67K4 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

VANCREST HEALTH CARE CENTER 401(K) PLAN

401k

Assets$20.6M
Participants1,941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANCREST MANAGEMENT CORPORATION WELFARE BENEFIT PLAN

Mixed - TOKIO MARINE HCC

Premiums$1.6M
Covered lives1,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANCREST HEALTH CARE CENTER 401(K) PLAN401k$20.6M1,9412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANCREST MANAGEMENT CORPORATION WELFARE BENEFIT PLANMixedTOKIO MARINE HCC$1.6M1,2032025
Retirement plans
Welfare plans
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