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  2. VOCATIONAL TRAINING INSTITUTES,INC.
Sponsor portfolioTH

VOCATIONAL TRAINING INSTITUTES,INC.

EIN 86-0260863-higher education-Latest filing 2024
Plans
3
Retirement
2
$283.4M assets
Welfare
1
$644K premiums
Participants
3,650
40 NORTH SWAN, SUITE 100 - TUCSON, AZ 85711520-323-5977pmi.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002ESOP-$225.6M - 1,379 part#001401k-$57.8M - 1,387 part#501Mixed-$644K - 1,238 lives

Retirement portfolio analytics

2 plans aggregated / $283.4M assets / 2,766 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • MEDICAL INSTITUTE 401(K) (#001)20%
Total $283.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL INSTITUTE 401(K) (#001)1,387
  • EMPLOYEE STOCK OWNERSHIP (#002)1,379
Total 2,766Click row to drill in

Benefits portfolio analytics

1 plan / $644K premiums / 1,238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$276K
  • Other$247K
  • Life$199K
  • Vision$80K
  • Long-term disability$42K
Total $644K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY80%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $644K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CBIZ BENEFITS & INSURANCE SERVICES96%
  • JB & H LLC1%
  • JAMES D THRESHER1%
  • MARQUEZ BENEFIT GROUP LLC1%
  • KURZ & VALDEZ BENEFIT ENROLLMENT SO0%
  • +3 more
Total $53K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$225.6M
Participants1,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PIMA MEDICAL INSTITUTE 401(K) PLAN

401k

Assets$57.8M
Participants1,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VOCATIONAL TRAINING INSTITUTES, INC. WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$644K
Covered lives1,238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PIMA MEDICAL INSTITUTE EMPLOYEE STOCK OWNERSHIP PLANESOP$225.6M1,3792024
001PIMA MEDICAL INSTITUTE 401(K) PLAN401k$57.8M1,3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VOCATIONAL TRAINING INSTITUTES, INC. WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$644K1,2382024
Retirement plans
Welfare plans
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