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  2. VERTEX, INC.
Sponsor portfolioTH

VERTEX, INC.

EIN 23-2081753-computer software-Latest filing 2024
Plans
3
Retirement
1
$445.2M assets
Welfare
2
$3.5M premiums
Participants
4,749
2301 RENAISSANCE BLVD. - KING OF PRUSSIA, PA 19406610-640-4200vertexinc.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#001401k-$445.2M - 1,845 part#514Mixed-$3.5M - 1,584 lives#513Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 1,584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Life$713K
  • Other$356K
  • Long-term disability$335K
  • Vision$114K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • GRANULAR INSURANCE COMPANY57%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK33%
  • AETNA LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE3%
  • ARAG INSURANCE COMPANY1%
  • +1 more
Total $3.5M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $368K1 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

VERTEX, INC. 401(K) PLAN

401k

Assets$445.2M
Participants1,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

VERTEX, INC. HEALTH & WELFARE PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$3.5M
Covered lives1,584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

VERTEX, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTEX, INC. 401(K) PLAN401k$445.2M1,8452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
514VERTEX, INC. HEALTH & WELFARE PLANMixedGRANULAR INSURANCE COMPANY$3.5M1,5842024
513VERTEX, INC. SEVERANCE PLANSelf Funded-$002024
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