Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$30.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $67.2M assets / 612 participants
Share of aggregate retirement assets
Active + retired + deferred vested
4 plans / $635K premiums / 938 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Self-funded - AETNA LIFE INSURANCE CO.
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Fully insured - VISION SERVICE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN | Cash balance | $37.2M | 348 | 2025 |
| #002 | VFW TAX DEFERRED SAVINGS PLAN AND TRUST | 401(k) | $30.0M | 264 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | VETERANS OF FOREIGN WARS OF THE UNITED STATES HEALTH AND WELFARE PLAN | Self-funded | AETNA LIFE INSURANCE CO. | $431K | 115 | 2025 |
| #501 | VFW EMPLOYEE GROUP LIFE INSURANCE | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $125K | 332 | 2025 |
| #503 | VFW EMPLOYEES LONG TERM DISABILITY INSURANCE | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $57K | 339 | 2025 |
| #508 | VFW EMPLOYEES VISION PLAN | Fully insured | VISION SERVICE PLAN | $23K | 152 | 2025 |