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Sponsor portfolio

VEHLO PURCHASER, LLC

EIN 84-1894196-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$4.5M premiums
Participants
1,084
2035 LAKESIDE CENTRE WAY STE 175 - KNOXVILLE, TN 379226599920-410-3986
Plans on this EIN
2 filings
#001401k-$16.1M - 554 part#501Fully Insured-$4.5M - 976 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 976 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$1.5M
  • Vision$1.5M
  • Other$145K
  • Life$94K
  • Short-term disability$63K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • EAP ALLIANCE INC. DBA FIRST SUN EMPLOYEE ASSISTANCE PROGRAM0%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $185K1 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

VEHLO PURCHASER, LLC 401(K) PLAN

401k

Assets$16.1M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VEHLO PURCHASER, LLC WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives976
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VEHLO PURCHASER, LLC 401(K) PLAN401k$16.1M5542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VEHLO PURCHASER, LLC WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M9762025
Retirement plans
Welfare plans
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