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Sponsor portfolio

THE VISTRIA GROUP, LP

EIN 32-0403268-investment management-Latest filing 2025
Plans
4
Retirement
2
$20.8M assets
Welfare
2
$2.0M premiums
Participants
415
300 EAST RANDOLPH STREET, SUITE 3850 - CHICAGO, IL 60601312-626-1100vistria.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
4 filings
#001401k-$16.7M - 122 part#002CashBalance-$4.1M - 73 part#502Fully Insured-$1.8M - 272 lives#501Fully Insured-$209K - 266 lives

Retirement portfolio analytics

2 plans aggregated / $20.8M assets / 195 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRUST (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $20.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)122
  • CASH BALANCE PLAN (#002)73
Total 195Click row to drill in

Benefits portfolio analytics

2 plans / $2.0M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$209K
  • Vision$209K
  • Life$209K
  • Short-term disability$209K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • CENTRO BENEFITS RESEARCH LLC9%
Total $101K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE VISTRIA GROUP, LP PROFIT SHARING 401(K) PLAN AND TRUST

401k

Assets$16.7M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE VISTRIA GROUP, LP CASH BALANCE PLAN

CashBalance

Assets$4.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE VISTRIA GROUP MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.8M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE VISTRIA GROUP EMPLOYEE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$209K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE VISTRIA GROUP, LP PROFIT SHARING 401(K) PLAN AND TRUST401k$16.7M1222024
002THE VISTRIA GROUP, LP CASH BALANCE PLANCashBalance$4.1M732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE VISTRIA GROUP MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.8M2722025
501THE VISTRIA GROUP EMPLOYEE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$209K2662025
Retirement plans
Welfare plans
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