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  2. VAN ZEE ENTERPRISES, INC.
Sponsor portfolio

VAN ZEE ENTERPRISES, INC.

EIN 42-0928892-construction-Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$951K premiums
Participants
234
2015 MAIN STREET, P.O. BOX 9 - ROCK VALLEY, IA 51247712-476-5343vanzees.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$9.5M - 128 part#501Fully Insured-$951K - 110 lives

Benefits portfolio analytics

1 plan / $951K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$790K
  • Life$98K
  • Long-term disability$98K
  • Other$98K
  • Short-term disability$40K
  • Dental$19K
  • +1 more
Total $951K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • DELTA DENTAL OF CALIFORNIA2%
  • VISION SERVICE PLAN0%
Total $951K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • V AND S MARKETING65%
  • MAVIS BENEFITS LIC18%
  • JODI LYNN VANBEEK9%
  • REYNALDO CASTILLO3%
  • KHI SOLUTIONS LLC2%
  • +3 more
Total $74K8 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

VAN ZEE ENTERPRISES 401(K) PLAN & TRUST

401k

Assets$9.5M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

VAN ZEE ENTERPRISES EMPLOYEE BENEFITS PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$951K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VAN ZEE ENTERPRISES 401(K) PLAN & TRUST401k$9.5M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VAN ZEE ENTERPRISES EMPLOYEE BENEFITS PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$951K1102025
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