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Sponsor portfolio

VANTAGE SERVICES LLC

EIN 85-3297447-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$44.9M assets
Welfare
1
$4.5M premiums
Participants
667
123 N. WACKER DRIVE, SUITE 1300 - CHICAGO, IL 60606833-552-1772
Plans on this EIN
2 filings
#001401k-$44.9M - 357 part#501Fully Insured-$4.5M - 467 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Long-term disability$223K
  • Life$141K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $229K1 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

VANTAGE SERVICES 401(K) PLAN

401k

Assets$44.9M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANTAGE SERVICES LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANTAGE SERVICES 401(K) PLAN401k$44.9M3572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANTAGE SERVICES LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M4672025
Retirement plans
Welfare plans
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