Assets by plan
Share of aggregate retirement assets
Filings through .
The Vernon Company
EIN 42-0649215marketing and advertisingLatest filing 2025
Plans
3
Retirement
2
$38.3M assets
Health & Benefits
1
$2.1M premiums
Participants
533
604 WEST 4TH ST N - NEWTON, IA 502082046641-792-9000vernonpromotions.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $38.3M assets / 265 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 332 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Life$61K
- Other$59K
- Dental$44K
- Long-term disability$27K
- Vision$14K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS
401(k)
Assets$21.1M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE VERNON COMPANY 401(K) PLAN FOR ADMINISTRATIVE AND AFFILIATED COMPANY
401(k)
Assets$17.2M
Participants154
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
VERNON COMPANY WELFARE BENEFIT PLAN
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$2.1M
Covered lives332
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS | 401(k) | $21.1M | 111 | 2025 |
| #004 | THE VERNON COMPANY 401(K) PLAN FOR ADMINISTRATIVE AND AFFILIATED COMPANY | 401(k) | $17.2M | 154 | 2025 |
- #002 · 401(k) · 2025111
- #004 · 401(k) · 2025154
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | VERNON COMPANY WELFARE BENEFIT PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $2.1M | 332 | 2025 |
- #512 · Mixed · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025332
Retirement plans
Health & Benefits plans