Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VAN METER INC.
EIN 42-1448821wholesaleLatest filing 2024
Plans
3
Retirement
2
$764.9M assets
Welfare
1
$656K premiums
Participants
2,702
850 32ND AVE SW - CEDAR RAPIDS, IA 524043913319-366-5301vanmeterinc.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $764.9M assets / 1,844 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $656K premiums / 1,151 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$515K
- Life$495K
- Long-term disability$495K
- Vision$141K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA75%
- FIDELITY SECURITY LIFE INSURANCE COMPANY21%
- ULLIANCE, INC.3%
Broker market share
Schedule A broker compensation
100%top
- BROWN AND BROWN OF FLORIDA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VAN METER INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$658.7M
Participants849
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VAN METER INC. 401(K) PLAN
401k
Assets$106.2M
Participants995
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514
VAN METER, INC. EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$656K
Covered lives1,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VAN METER INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $658.7M | 849 | 2024 | |
| 001 | VAN METER INC. 401(K) PLAN | 401k | $106.2M | 995 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 514 | VAN METER, INC. EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $656K | 1,151 | 2024 |
Retirement plans
Welfare plans