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  2. VERTEX, INC.
Sponsor portfolioTH

VERTEX, INC.

EIN 23-2081753-computer software-Latest filing 2025
Plans
3
Retirement
1
$445.2M assets
Welfare
2
$3.8M premiums
Participants
4,745
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-$3.8M - 1,544 lives#513Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.8M premiums / 1,544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Life$863K
  • Long-term disability$428K
  • Other$411K
  • Vision$147K
Total $3.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • GRANULAR INSURANCE COMPANY52%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK37%
  • AETNA LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE4%
  • ARAG INSURANCE COMPANY1%
  • +1 more
Total $3.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $410K1 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$3.8M
Covered lives1,544
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$3.8M1,5442025
513VERTEX, INC. SEVERANCE PLANSelf Funded-$002025
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