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Sponsor portfolio

VOLEX HOLDINGS

EIN 04-3134682-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$2.8M premiums
Participants
1,165
511 E SAN YSIDRO BLVD #509 - SAN YSIDRO, CA 92173949-861-2550
Plans on this EIN
2 filings
#001401k-$25.4M - 440 part#501Fully Insured-$2.8M - 437 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$396K
  • Vision$396K
  • Life$396K
  • Short-term disability$396K
  • Long-term disability$396K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $126K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VOLEX HOLDINGS PROFIT SHARING AND 401(K) PLAN

401k

Assets$25.4M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VOLEX HOLDINGS WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA (G0200)

Premiums$2.8M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VOLEX HOLDINGS PROFIT SHARING AND 401(K) PLAN401k$25.4M4402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VOLEX HOLDINGS WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA (G0200)$2.8M4372025
Retirement plans
Welfare plans
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