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  2. VOGEL HOLDING, INC.
Sponsor portfolio

VOGEL HOLDING, INC.

EIN 25-1657389-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$5.9M premiums
Participants
1,614
121 BRICKYARD ROAD, P.O. BOX 847 - MARS, PA 160460847724-625-1511vogelholdinginc.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#003401k-$31.8M - 943 part#560Fully Insured-$5.9M - 671 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$4.2M
  • Dental$729K
  • Life$729K
  • Short-term disability$729K
  • Long-term disability$729K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • BLUE CROSS OF CALIFORNIA55%
  • UPMC HEALTH OPTIONS17%
  • COMMUNITY INSURANCE COMPANY15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • HEARTLAND1%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • DAVEVIC BENEFIT CONSULTANTS, INC.57%
  • DJME VENTURES, INC.34%
  • GORDON, DAVID A6%
  • ENROLLEASE3%
Total $312K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VOGEL RETIREMENT PLAN

401k

Assets$31.8M
Participants943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

VOGEL HOLDING, INC. WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK INC.

Premiums$5.9M
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003VOGEL RETIREMENT PLAN401k$31.8M9432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
560VOGEL HOLDING, INC. WELFARE BENEFIT PLANFully InsuredHIGHMARK INC.$5.9M6712025
Retirement plans
Welfare plans
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