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Sponsor portfolio

VILLAGE ASSOCIATES, INC.

EIN 85-2959197-Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$1.6M premiums
Participants
673
660 CORPORATE WAY - PULASKI, WI 54162920-822-7168
Plans on this EIN
2 filings
#001401k-$29.9M - 409 part#501Mixed-$1.6M - 539 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Other$219K
  • Short-term disability$138K
  • Long-term disability$35K
  • Vision$31K
  • Life$11K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY73%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • EMPLOYEE NETWORK, INC.1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MCCLONE AGENCY INC89%
  • GALLAGHER BENEFIT SERVICES, INC.11%
Total $59K2 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

VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST

401k

Assets$29.9M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VILLAGE ASSOCIATES, INC. BENEFIT PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO

Premiums$1.6M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST401k$29.9M4092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VILLAGE ASSOCIATES, INC. BENEFIT PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO$1.6M5392025
Retirement plans
Welfare plans
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