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Sponsor portfolioTH

VOCATIONAL TRAINING INSTITUTES, INC.

EIN 86-0260863-higher education-Latest filing 2025
Plans
3
Retirement
2
$283.4M assets
Welfare
1
$826K premiums
Participants
3,703
40 NORTH SWAN, SUITE 100 - TUCSON, AZ 85711520-327-7462pmi.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002ESOP-$225.6M - 1,379 part#001401k-$57.8M - 1,387 part#501Mixed-$826K - 1,346 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 / $826K premiums / 1,346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$377K
  • Short-term disability$323K
  • Life$225K
  • Vision$80K
  • Long-term disability$45K
Total $826K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY72%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY10%
Total $826K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • CBIZ BENEFITS & INSURANCE SERVICES70%
  • OROPEZA, NOAH30%
Total $117K2 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. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$826K
Covered lives1,346
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. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$826K1,3462025
Retirement plans
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