PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VANNGUARD UTILITY PARTNERS, INC.
Sponsor portfolio

VANNGUARD UTILITY PARTNERS, INC.

EIN 42-1502105-utilities-Latest filing 2025
Plans
3
Retirement
1
$3.6M assets
Welfare
2
$312K premiums
Participants
1,686
5927 HAASE RD - DEFOREST, WI 535322976608-223-2014vannguardup.comLinkedIn501-1000 employeesutilities
Plans on this EIN
3 filings
#001401k-$3.6M - 374 part#502Fully Insured-$178K - 546 lives#501Mixed-$135K - 766 lives

Benefits portfolio analytics

2 plans / $312K premiums / 1,312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$178K
  • Other$135K
  • Short-term disability$80K
  • Life$55K
  • Long-term disability$55K
Total $312K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • BLUE CROSS OF CALIFORNIA57%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY26%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
Total $312K3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • BIEHN EDWARD C46%
  • M3 INSURANCE SOLUTIONS INC30%
  • SHANE MICHAEL E19%
  • WATCHTOWER TECHNOLOGIES INC4%
  • GREG PIKLAPP2%
Total $15K5 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

VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN

401k

Assets$3.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VANNGUARD UTILITY PARTNERS, INC. GROUP DENTAL PLAN

Fully Insured - WELLMARK INC.

Premiums$178K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

VANNGUARD UTILITY PARTNERS, INC. EMPLOYEE BENEFIT PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$135K
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN401k$3.6M3742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VANNGUARD UTILITY PARTNERS, INC. GROUP DENTAL PLANFully InsuredWELLMARK INC.$178K5462025
501VANNGUARD UTILITY PARTNERS, INC. EMPLOYEE BENEFIT PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$135K7662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica