PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Sign up free
Welfare plans
/
Sponsors
/
DO NO USE
Sponsor portfolio
Welfare / Health
EIN
203786363
DO NO USE
C/O TRUST MANAGEMENT SERVICES · SAN JOSE, CA 95113
4083773441
Plans filed
2
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
31
No prior year
Plans filed
i
2
No prior year
Plans under this sponsor
2 plans
Plan #501
$1.6M
VTG HEALTH AND WELFARE BENEFIT PLAN
Mixed
1,401 covered
·
10 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502
$0
DO NO USE
Self-funded
0 covered
·
0 carriers
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
VTG HEALTH AND WELFARE BENEFIT PLAN
1,401 covered · 14 contracts
$1.6M
Plan #502
DO NO USE
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
4 contacts
Provider details
Schedule C providers, welfare brokers and carriers
11 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
18 documents - 3 plans - 10 years