Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VISIONIST, INC.
EIN 27-2668011defense & spaceLatest filing 2025
Plans
3
Retirement
2
$83.0M assets
Welfare
1
$2.2M premiums
Participants
520
6700 ALEXANDER BELL DRIVE, SUITE 100 - COLUMBIA, MD 21046410-245-4711visionistinc.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $83.0M assets / 349 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- T ROWE PRICE RPS INC60%
- (Not disclosed)40%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 357 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Broker market share
Schedule A broker compensation
98%top
- SILBERSTEIN INSURANCE GROUP98%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISIONIST, INC. 401(K) PLAN
401k
Assets$50.1M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$32.9M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE PLAN
Fully Insured - CAREFIRST OF MARYLAND, INC.
Premiums$2.2M
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISIONIST, INC. 401(K) PLAN | 401k | $50.1M | 197 | 2024 | |
| 002 | VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $32.9M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE PLAN | Fully Insured | CAREFIRST OF MARYLAND, INC. | $2.2M | 357 | 2025 |
Retirement plans
Welfare plans