Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VAN G MILLER & ASSOCIATES
EIN 42-1280573Other Services (except Public Administration)Latest filing 2024
Plans
3
Retirement
2
$553.4M assets
Welfare
1
$571K premiums
Participants
4,575
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $553.4M assets / 3,032 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $571K premiums / 1,537 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$490K
- Short-term disability$490K
- Long-term disability$490K
- Other$490K
- Vision$81K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA86%
- VERATRUS BENEFIT SOLUTIONS14%
Broker market share
Schedule A broker compensation
85%top
- BROWN AND BROWN OF FLORIDA, INC.85%
- HAYS COMPANIES, INC.15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VGM GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$426.3M
Participants1,299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VGM GROUP INC 401(K) PROFIT SHARING PLAN
401k
Assets$127.1M
Participants1,733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
VGM GROUP, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$571K
Covered lives1,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VGM GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $426.3M | 1,299 | 2024 | |
| 001 | VGM GROUP INC 401(K) PROFIT SHARING PLAN | 401k | $127.1M | 1,733 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | VGM GROUP, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $571K | 1,537 | 2024 |
Retirement plans
Welfare plans