PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VOCATIONAL DEVELOPMENT GROUP, LLC
Sponsor portfolio

VOCATIONAL DEVELOPMENT GROUP, LLC

EIN 47-5420155-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$2.9M premiums
Participants
2,097
6416 NW 5TH WAY - FT. LAUDERDALE, FL 33309888-754-0398
Plans on this EIN
2 filings
#001401k-$4.3M - 1,127 part#501Fully Insured-$2.9M - 970 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 970 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.8M
  • Other$143K
  • Life$113K
  • Short-term disability$113K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • CHARLES L CRANE AGENCY CO11%
  • WILLIS TOWERS WATSON US LLC4%
Total $146K3 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

VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.3M
Participants1,127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INBLOOM AUTISM SERVICES WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives970
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VOCATIONAL DEVELOPMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$4.3M1,1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INBLOOM AUTISM SERVICES WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.9M9702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica