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Sponsor portfolioTH

VILLAGE MANAGEMENT SERVICES, INC.

EIN 61-1772773-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$2.5M premiums
Participants
1,130
24351 EL TORO ROAD - LAGUNA WOODS, CA 92637949-597-4441lagunawoodsvillage.comLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$27.2M - 872 part#501Fully Insured-$2.5M - 408 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$428K
  • Vision$428K
  • Life$115K
  • Long-term disability$115K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $61K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VILLAGE MANAGEMENT SERVICES, INC. 401(K) PLAN

401k

Assets$27.2M
Participants872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VILLAGE MANAGEMENT SERVICES GROUP HEALTH PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.5M
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VILLAGE MANAGEMENT SERVICES, INC. 401(K) PLAN401k$27.2M8722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VILLAGE MANAGEMENT SERVICES GROUP HEALTH PLANFully InsuredAETNA HEALTH, INC.$2.5M4082024
Retirement plans
Welfare plans
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