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Sponsor portfolio

VON TOBEL CORPORATION

EIN 35-1182953-Latest filing 2025
Plans
3
Retirement
2
$44.2M assets
Welfare
1
$434K premiums
Participants
575
PO BOX 150 - VALPARAISO, IN 46383219-462-6184LinkedIn51-200 employees
Plans on this EIN
3 filings
#002ESOP-$32.4M - 227 part#001401k-$11.9M - 203 part#501Mixed-$434K - 124 lives

Retirement portfolio analytics

2 plans aggregated / $44.2M assets / 430 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#002)73%
  • LUMBER RETIREMENT Savings (#001)27%
Total $44.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)227
  • LUMBER RETIREMENT Savings (#001)203
Total 430Click row to drill in

Benefits portfolio analytics

1 plan / $434K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$334K
  • Dental$47K
  • Long-term disability$33K
  • Life$28K
  • Other$28K
  • Vision$21K
Total $434K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • COMPANION LIFE INSURANCE COMPANY77%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • SYMETRA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $434K5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MJ INSURANCE75%
  • JAMES R NELLIGAN & ASSOCIATES LLC25%
Total $16K2 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

VON TOBEL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.4M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VON TOBEL LUMBER RETIREMENT SAVINGS PLAN

401k

Assets$11.9M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL CARE BENEFITS

Mixed - COMPANION LIFE

Premiums$434K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VON TOBEL CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$32.4M2272024
001VON TOBEL LUMBER RETIREMENT SAVINGS PLAN401k$11.9M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL CARE BENEFITSMixedCOMPANION LIFE$434K1242025
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