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Sponsor portfolioTH

VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

EIN 22-2500029-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$159.4M assets
Welfare
1
$1.6M premiums
Participants
6,403
3600 ROUTE 66 - NEPTUNE, NJ 07753732-224-6839vnahg.comLinkedIn201-500 employees
Plans on this EIN
4 filings
#002403b-$72.2M - 2,476 part#001MoneyPurchase-$69.0M - 2,049 part#100TraditionalDB-$18.2M - 227 part#520Fully Insured-$1.6M - 2,298 lives

Retirement portfolio analytics

3 plans aggregated / $159.4M assets / 4,752 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • OF VISITING NURSE (#002)45%
  • HEALTH GROUP, INC. (#001)43%
  • MIDDLESEX COUNTY PENSION (#100)11%
Total $159.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF VISITING NURSE (#002)2,476
  • HEALTH GROUP, INC. (#001)2,049
  • MIDDLESEX COUNTY PENSION (#100)227
Total 4,752Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Other$940K
  • Short-term disability$715K
  • Long-term disability$715K
  • Health$231K
  • Vision$107K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CONNER STRONG & BUCKELEW94%
  • CBIZ BENEFITS & INSURANCE SERVICES4%
  • DAVID J MCCLELLAN1%
  • MCCLELLAN, DAVID J1%
Total $189K4 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

TAX DEFERRED ANNUITY PLAN OF VISITING NURSE

403b

Assets$72.2M
Participants2,476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

MoneyPurchase

Assets$69.0M
Participants2,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#100

VISITING NURSE ASSOCIATION IN MIDDLESEX COUNTY PENSION PLAN

TraditionalDB

Assets$18.2M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

VISITING NURSE ASSOCIATION HEALTH GROUP, INC. WELFARE BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives2,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002TAX DEFERRED ANNUITY PLAN OF VISITING NURSE403b$72.2M2,4762024
001DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.MoneyPurchase$69.0M2,0492024
100VISITING NURSE ASSOCIATION IN MIDDLESEX COUNTY PENSION PLANTraditionalDB$18.2M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520VISITING NURSE ASSOCIATION HEALTH GROUP, INC. WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M2,2982025
Retirement plans
Welfare plans
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