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VETTER SENIOR LIVING

EIN 47-1108168-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$88.0M assets
Welfare
1
$2.1M premiums
Participants
6,977
20220 HARNEY STREET - ELKHORN, NE 68022402-895-9640vetterseniorliving.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$86.1M - 4,493 part#002403b-$2.0M - 16 part#501Mixed-$2.1M - 2,455 lives

Retirement portfolio analytics

2 plans aggregated / $88.0M assets / 4,509 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • EMPLOYEES 401K PLAN (#001)98%
  • LIVING 403B PLAN (#002)2%
Total $88.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • AMERICAN UNITED LIFE INSURANCE CO98%
  • (Not disclosed)2%
Total $88.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES 401K PLAN (#001)4,493
  • LIVING 403B PLAN (#002)16
Total 4,509Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 2,455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.0M
  • Short-term disability$779K
  • Long-term disability$172K
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $2.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
85%top
  • OLSON, TIMOTHY H85%
  • EMPOWER BENEFITS INC11%
  • PATRIOT GROWTH INSURANCE SERVICES4%
Total $379K3 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

VETTER SENIOR LIVING EMPLOYEES 401K PLAN

401k

Assets$86.1M
Participants4,493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VETTER SENIOR LIVING 403B PLAN

403b

Assets$2.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VETTER SENIOR LIVING WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives2,455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VETTER SENIOR LIVING EMPLOYEES 401K PLAN401k$86.1M4,4932024
002VETTER SENIOR LIVING 403B PLAN403b$2.0M162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VETTER SENIOR LIVING WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.1M2,4552024
Retirement plans
Welfare plans
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