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Sponsor portfolio

VETERANS TRADING COMPANY, INC.

EIN 20-2833303-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$132K premiums
Participants
270
GATEWAY TOWER WEST, 15 WEST SOUTH TEMPLE STE 1050 - SALT LAKE CITY, UT 841011503801-363-8387
Plans on this EIN
2 filings
#001401k-$7.2M - 148 part#501Mixed-$132K - 122 lives

Benefits portfolio analytics

1 plan / $132K premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$91K
  • Life$74K
  • Short-term disability$74K
  • Long-term disability$74K
  • Dental$40K
  • Vision$40K
Total $132K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY57%
  • DELTA DENTAL OF CALIFORNIA30%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $132K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • JAMES G. PARKER INSURANCE79%
  • PROFESSIONAL GROUP PLANS INC12%
  • CUSTOM INSURANCE SPECIALISTS INC5%
  • JILL HUGHES2%
  • DESIREE ROBERTSON1%
  • +3 more
Total $31K8 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

VETERANS TRADING COMPANY, INC. 401(K) PLAN

401k

Assets$7.2M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VETERANS TRADING COMPANY BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$132K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VETERANS TRADING COMPANY, INC. 401(K) PLAN401k$7.2M1482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VETERANS TRADING COMPANY BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$132K1222025
Retirement plans
Welfare plans
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