Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$594K
- Dental$555K
- Vision$555K
- Other$347K
- Life$122K
- Long-term disability$49K
- +1 more
Sponsor portfolio
THE VERTEX COMPANIES, LLC
EIN 20-3724403Latest filing 2025
Plans
2
Retirement
1
$117.7M assets
Welfare
1
$1.0M premiums
Participants
1,454
30 BRAINTREE HILL OFFICE PARK, SUITE 301 - BRAINTREE, MA 02184781-952-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 547 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- BLUE CROSS OF CALIFORNIA55%
- RELIANCE STANDARD LIFE INSURANCE COMPANY40%
- KAISER FOUNDATION HEALTH PLAN INC4%
- FOUR EVER LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
- INDIGO INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE VERTEX COMPANIES, LLC 401K PLAN
401k
Assets$117.7M
Participants869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE VERTEX COMPANIES, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.0M
Covered lives547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE VERTEX COMPANIES, LLC 401K PLAN | 401k | $117.7M | 869 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE VERTEX COMPANIES, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.0M | 547 | 2025 |
Retirement plans
Welfare plans