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Sponsor portfolio

VILLAGE CAPITAL & INVESTMENT LLC

EIN 20-0192872-financial services-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$3.5M premiums
Participants
1,041
339 W 13490 S, SUITE 300 - DRAPER, UT 84096385-508-0592villagecapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$6.9M - 715 part#501Fully Insured-$3.5M - 492 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 492 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$253K
  • Vision$253K
  • Life$59K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $162K1 slice

Plan deep-dives

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

VILLAGE CAPITAL 401(K) PLAN

401k

Assets$6.9M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VILLAGE CAPITAL & INVESTMENT HEALTH AND WELFARE PLAN

Fully Insured - CIGNA

Premiums$3.5M
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VILLAGE CAPITAL 401(K) PLAN401k$6.9M7152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VILLAGE CAPITAL & INVESTMENT HEALTH AND WELFARE PLANFully InsuredCIGNA$3.5M4922025
Retirement plans
Welfare plans
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