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Sponsor portfolio

VMG HOLDINGS LLC

EIN 47-5118322-Latest filing 2025
Plans
2
Retirement
1
$34.0M assets
Welfare
1
$386K premiums
Participants
671
2515 MCKINNEY AVENUE, SUITE 1500 - DALLAS, TX 75201214-369-4888
Plans on this EIN
2 filings
#001401k-$34.0M - 367 part#501Mixed-$386K - 292 lives

Benefits portfolio analytics

1 plan / $386K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$181K
  • Other$60K
  • Long-term disability$58K
  • Short-term disability$57K
  • Life$45K
  • Vision$30K
Total $386K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • LEGALPLANS, USA1%
Total $386K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • ANGELA MAY RAMIREZ2%
  • DAVID FRAZIER & ASSOCIATES1%
  • FRANK THOMAS BAILEY1%
  • MEGAN ELIZABETH CASTO0%
  • +3 more
Total $49K8 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

VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$34.0M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VMG HOLDINGS LLC HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$386K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$34.0M3672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VMG HOLDINGS LLC HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$386K2922025
Retirement plans
Welfare plans
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