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Sponsor portfolio

VACASA, LLC

EIN 27-1401169-Latest filing 2025
Plans
2
Retirement
1
$116.1M assets
Welfare
1
$3.1M premiums
Participants
8,086
850 NW 13TH AVENUE, SUITE 300 - PORTLAND, OR 97209208-262-3987
Plans on this EIN
2 filings
#001401k-$116.1M - 5,274 part#501Fully Insured-$3.1M - 4,195 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 4,195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.7M
  • Other$1.5M
  • Health$1.4M
  • Prescription drug$1.4M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • STANDARD INSURANCE COMPANY47%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • HAWAII MEDICAL SERVICE ASSOCIATION14%
  • VISION SERVICE PLAN6%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • +1 more
Total $3.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ALLIANT INSURANCE SERVICES, INC.76%
  • UKG INC24%
  • WOODRUFF-SAWYER & CO0%
Total $212K3 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

VACASA 401(K) PLAN

401k

Assets$116.1M
Participants5,274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VACASA, LLC HEALTH AND WELFARE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$3.1M
Covered lives4,195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VACASA 401(K) PLAN401k$116.1M5,2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VACASA, LLC HEALTH AND WELFARE PLANFully InsuredSTANDARD INSURANCE COMPANY$3.1M4,1952025
Retirement plans
Welfare plans
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