Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$254K
- Other$222K
- Life$218K
- Short-term disability$218K
- Long-term disability$218K
- Vision$20K
Sponsor portfolio
VITAL ENTERPRISES LLC
EIN 46-4417823investment managementLatest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$277K premiums
Participants
826
3855 SW 153RD DRIVE - BEAVERTON, OR 97003503-619-0505vital-enterprises.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $277K premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- STANDARD INSURANCE COMPANY79%
- WILLAMETTE DENTAL INSURANCE, INC.13%
- VISION SERVICE PLAN7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
98%top
- USI INSURANCE SERVICES LLC98%
- MARGARET BRYANT1%
- HEARTSEASE LLC1%
- WORKSITE BENEFITS GROUP INC0%
- ISAACSON INSURANCE AGENCY LLC0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN
401k
Assets$25.9M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VITAL ENTERPRISES LLC HEALTH AND WELFARE PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$277K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | 401k | $25.9M | 560 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VITAL ENTERPRISES LLC HEALTH AND WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $277K | 266 | 2025 |
Retirement plans
Welfare plans