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
Sponsor portfolio
VTX HOLDINGS, INC.
EIN 26-3006422Latest filing 2025
Plans
2
Retirement
1
$37.5M assets
Welfare
1
$3.9M premiums
Participants
678
1321 UPLAND DRIVE, SUITE 8389 - HOUSTON, TX 77043214-576-1197
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 376 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- KAISER FOUNDATION HEALTH PLAN INC0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
- HAYS COMPANIES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERTEXONE 401(K) PLAN
401k
Assets$37.5M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VTX HOLDINGS, INC. COMPREHENSIVE WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.9M
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERTEXONE 401(K) PLAN | 401k | $37.5M | 448 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VTX HOLDINGS, INC. COMPREHENSIVE WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $3.9M | 376 | 2025 |
Retirement plans
Welfare plans