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  2. THE VERNON COMPANY
Sponsor portfolio

THE VERNON COMPANY

EIN 42-0649215-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$38.3M assets
Welfare
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 filings
#002401k-$21.1M - 111 part#004401k-$17.2M - 154 part#512Mixed-$2.1M - 332 lives

Retirement portfolio analytics

2 plans aggregated / $38.3M assets / 265 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • FOR FIELD SALESPERSONS (#002)55%
  • AND AFFILIATED COMPANY (#004)45%
Total $38.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND AFFILIATED COMPANY (#004)154
  • FOR FIELD SALESPERSONS (#002)111
Total 265Click row to drill in

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
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA2%
  • NORTHWESTERN MUTUAL1%
  • +2 more
Total $2.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • USI INSURANCE SERVICES LLC70%
  • BIEHN EDWARD C16%
  • CRAIG PHILIP MICKELSON10%
  • BENEUSA LLC2%
  • BYRN FINANCIAL LLC2%
  • +2 more
Total $31K7 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

THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS

401k

Assets$21.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE VERNON COMPANY 401(K) PLAN FOR ADMINISTRATIVE AND AFFILIATED COMPANY

401k

Assets$17.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

VERNON COMPANY WELFARE BENEFIT PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.1M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS401k$21.1M1112025
004THE VERNON COMPANY 401(K) PLAN FOR ADMINISTRATIVE AND AFFILIATED COMPANY401k$17.2M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512VERNON COMPANY WELFARE BENEFIT PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.1M3322025
Retirement plans
Welfare plans
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