Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Other$719K
- Short-term disability$691K
- Long-term disability$691K
- Vision$46K
Sponsor portfolio
DIVERSITY-VUTEQ, LLC
EIN 26-3611138automotiveLatest filing 2024
Plans
3
Retirement
1
$6.7M assets
Welfare
2
$1.1M premiums
Participants
1,052
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.1M premiums / 1,126 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- COMBINED INSURANCE COMPANY OF AMERICA33%
- EYEMED VISION CARE4%
Broker market share
Schedule A broker compensation
55%top
- BRANDON PENKO55%
- USI INSURANCE SERVICES LLC36%
- ONBOARD BENEFITS LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DIVERSITY-VUTEQ 401(K) PLAN
401k
Assets$6.7M
Participants1,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DIVERSITY-VUTEQ EMPLOYEE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$691K
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
DIVERSITY-VUTEQ EMPLOYEE BENEFIT PLANS
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$445K
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIVERSITY-VUTEQ 401(K) PLAN | 401k | $6.7M | 1,052 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DIVERSITY-VUTEQ EMPLOYEE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $691K | 563 | 2024 | |
| 501 | DIVERSITY-VUTEQ EMPLOYEE BENEFIT PLANS | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $445K | 563 | 2024 |
Retirement plans
Welfare plans