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  2. VTX Holdings, Inc. Dba Vertexone
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Filings through Oct 24, 2026.

VTX Holdings, Inc. Dba Vertexone

EIN 26-3006422-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Health & Benefits
1
$3.9M premiums
Participants
660
1321 UPLAND DR, SUITE 8389 - HOUSTON, TX 77043214-576-1000
Plans on this EIN
2 filings
#001401(k)-$40.4M - 430 part#501Mixed-$3.9M - 376 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.9M premiums / 376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Other$421K
  • Dental$277K
  • Vision$277K
  • Life$125K
  • +1 more
Total $3.9M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

VERTEXONE 401(K) PLAN

401(k)

Assets$40.4M
Participants430
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VTX HOLDINGS, INC. COMPREHENSIVE WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.9M
Covered lives376
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VERTEXONE 401(K) PLAN401(k)$40.4M4302025
  • VERTEXONE 401(K) PLAN$40.4M
    #001 · 401(k) · 2025430

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VTX HOLDINGS, INC. COMPREHENSIVE WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TEXAS$3.9M3762025
  • VTX HOLDINGS, INC. COMPREHENSIVE WELFARE BENEFITS PLAN$3.9M
    #501 · Mixed · BLUECROSS BLUESHIELD OF TEXAS · 2025376
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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