Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VETERANS OF FOREIGN WARS OF THE UNITED STATES
EIN 44-0474290Other Services (except Public Administration)Latest filing 2025
Plans
6
Retirement
2
$66.2M assets
Welfare
4
$635K premiums
Participants
1,667
406 WEST 34TH STREET - KANSAS CITY, MO 64111816-756-3390
Retirement portfolio analytics
2 plans aggregated / $66.2M assets / 590 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $635K premiums / 938 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$431K
- Life$125K
- Long-term disability$57K
- Vision$23K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- AETNA LIFE INSURANCE COMPANY68%
- UNITED OF OMAHA LIFE INSURANCE COMPANY29%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- BROKER SOURCE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN
CashBalance
Assets$37.2M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VFW TAX DEFERRED SAVINGS PLAN AND TRUST
401k
Assets$28.9M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
VETERANS OF FOREIGN WARS OF THE UNITED STATES HEALTH AND WELFARE PLAN
Self Funded - AETNA LIFE INSURANCE CO.
Premiums$431K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
VFW EMPLOYEE GROUP LIFE INSURANCE
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$125K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
VFW EMPLOYEES LONG TERM DISABILITY INSURANCE
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$57K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
VFW EMPLOYEES VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$23K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN | CashBalance | $37.2M | 348 | 2025 | |
| 002 | VFW TAX DEFERRED SAVINGS PLAN AND TRUST | 401k | $28.9M | 242 | 2024 |
Welfare plans4
| 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 |
Retirement plans
Welfare plans