Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VITA PLUS CORPORATION 401(K) PLAN | 401k | $79.9M | 573 | 2025 | |
| 001 | EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS | ESOP | $72.9M | 471 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VP HOLDINGS CORPORATION GROUP INSURANCE PLAN | Mixed | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION | $4.9M | 616 | 2025 |