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  2. VM SERVICES, INC.
Sponsor portfolio

VM SERVICES, INC.

EIN 77-0459829-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$264K premiums
Participants
430
1621 BARBER LANE - MILPITAS, CA 95035510-744-3720
Plans on this EIN
2 filings
#001401k-$10.2M - 267 part#501Mixed-$264K - 161 lives

Benefits portfolio analytics

1 plan / $264K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$191K
  • Other$41K
  • Life$40K
  • Vision$17K
  • Long-term disability$15K
Total $264K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA72%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY21%
  • VISION SERVICE PLAN6%
Total $264K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $18K1 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

VENTURE 401(K) PLAN

401k

Assets$10.2M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VM SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$264K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTURE 401(K) PLAN401k$10.2M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VM SERVICES, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$264K1612025
Retirement plans
Welfare plans
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