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  2. VAN DE POL ENTERPRISES, INC.
Sponsor portfolio

VAN DE POL ENTERPRISES, INC.

EIN 94-2428381-Utilities-Latest filing 2024
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$402K premiums
Participants
978
4895 SOUTH AIRPORT WAY - STOCKTON, CA 95206209-944-9115vandepolenterprises.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#101401k-$25.4M - 489 part#502Mixed-$402K - 489 lives

Benefits portfolio analytics

1 plan / $402K premiums / 489 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$402K
  • Life$279K
  • Short-term disability$279K
  • Long-term disability$279K
Total $402K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $402K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • BRITTANY LLOYD8%
  • STEPHANIE NOELLE KUGLER2%
  • BRIAN ROBERT LLOYD2%
  • CASEY JAMES KUGLER2%
  • +3 more
Total $70K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

VAN DE POL ENTERPRISES, INC. 401(K) PLAN

401k

Assets$25.4M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VAN DE POL ENTERPRISES HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$402K
Covered lives489
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
101VAN DE POL ENTERPRISES, INC. 401(K) PLAN401k$25.4M4892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VAN DE POL ENTERPRISES HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$402K4892024
Retirement plans
Welfare plans
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