Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VTC ENTERPRISES
EIN 95-2690539non-profit organization managementLatest filing 2025
Plans
5
Retirement
3
$5.3M assets
Welfare
2
$461K premiums
Participants
383
2445 A STREET - SANTA MARIA, CA 93455805-695-2726vtc-sm.orgLinkedIn201-500 employeesnon-profit organization management
Retirement portfolio analytics
3 plans aggregated / $5.3M assets / 212 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $461K premiums / 166 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$365K
- Dental$80K
- Vision$80K
- Life$80K
- Other$16K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- BLUE CROSS OF CALIFORNIA79%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- CALL A DOCTOR PLUS3%
- HOLMAN FAMILY COUNSELING, INC.0%
Broker market share
Schedule A broker compensation
68%top
- HUB INTERNATIONAL MIDWEST LIMITED68%
- REUBEN WARNER ASSOCIATES, INC.22%
- DIGITAL INSURANCE LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
VTC ENTERPRISES ES 401(K) PLAN
401k
Assets$2.9M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VTC ENTERPRISES GOVERNMENT CONTRACTORS SAVINGS PLAN
ProfitSharing
Assets$1.2M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VTC ENTERPRISES CI 401(K) PLAN
401k
Assets$1.2M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
VTC ENTERPRISES HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$461K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
VTC ENTERPRISES HEALTH & WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | VTC ENTERPRISES ES 401(K) PLAN | 401k | $2.9M | 48 | 2024 | |
| 002 | VTC ENTERPRISES GOVERNMENT CONTRACTORS SAVINGS PLAN | ProfitSharing | $1.2M | 62 | 2024 | |
| 003 | VTC ENTERPRISES CI 401(K) PLAN | 401k | $1.2M | 102 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | VTC ENTERPRISES HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $461K | 166 | 2025 | |
| 510 | VTC ENTERPRISES HEALTH & WELFARE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans