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Sponsor portfolio

VAULT RISK MANAGEMENT SERVICES, LLC

EIN 81-4334051-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$2.5M premiums
Participants
457
300 FIRST AVENUE SOUTH, STE 401 - ST. PETERSBURG, FL 33701703-300-7006
Plans on this EIN
2 filings
#001401k-$15.9M - 275 part#501Fully Insured-$2.5M - 225 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$251K
  • Life$217K
  • Short-term disability$173K
  • Long-term disability$173K
  • Dental$147K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • STARMOUNT LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AON CONSULTING INC99%
  • CUSTOM BENEFIT PROGRAMS INC1%
  • LOCKTON COMPANIES, LLC0%
Total $23K3 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

VAULT RISK MANAGEMENT 401(K) PLAN

401k

Assets$15.9M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VAULT RISK MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VAULT RISK MANAGEMENT 401(K) PLAN401k$15.9M2752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VAULT RISK MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M2252025
Retirement plans
Welfare plans
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