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Sponsor portfolio

VERGE MOBILE LLC

EIN 20-8356509-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$1.7M premiums
Participants
2,884
12000 WESTHEIMER ROAD, SUITE 230 - HOUSTON, TX 77077281-496-9393
Plans on this EIN
2 filings
#001401k-$2.9M - 2,628 part#503Fully Insured-$1.7M - 346 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Vision$19K
  • Life$15K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
  • HEALTHIEST YOU1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ALLIANT INSURANCE SERVICES, INC.88%
  • SELERIX INSURANCE SERVICES, LLC11%
  • GIS BENEFITS INC0%
  • VERGE MOBILE, LLC0%
Total $163K4 slices

Plan deep-dives

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

VERGE MOBILE 401(K) PLAN

401k

Assets$2.9M
Participants2,628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

VERGE MOBILE LLC WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERGE MOBILE 401(K) PLAN401k$2.9M2,6282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503VERGE MOBILE LLC WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M3462025
Retirement plans
Welfare plans
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