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Sponsor portfolio

VESTA PROPERTY SERVICES INC

EIN 59-3353294-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$3.0M premiums
Participants
1,394
245 RIVERSIDE AVE STE 300 - JACKSONVILLE, FL 322024929904-355-1831vestapropertyservices.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.0M - 807 part#501Mixed-$3.0M - 594 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$18K
Total $3.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UPMC HEALTH OPTIONS50%
  • BLUE CROSS OF CALIFORNIA43%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • ARAG INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MFB FINANCIAL INC98%
  • JASON GAYDON1%
  • ALLSTATE BENEFITS1%
  • THE BAILEY GROUP1%
  • NICKY REED0%
Total $140K5 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

VESTA PROPERTY SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.0M
Participants807
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VESTA PROPERTY SERVICES, INC. BENEFITS PLAN

Mixed - HEALTH OPTIONS

Premiums$3.0M
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VESTA PROPERTY SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST401k$5.0M8072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VESTA PROPERTY SERVICES, INC. BENEFITS PLANMixedHEALTH OPTIONS$3.0M5942024
Retirement plans
Welfare plans
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