Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$23.6M
Filings through .
The Vistria Group, LP
EIN 32-0403268investment managementLatest filing 2025
Plans
4
Retirement
2
$29.0M assets
Health & Benefits
2
$2.0M premiums
Participants
450
300 E. RANDOLPH STREET, SUITE 3850 - CHICAGO, IL 60601203-326-1298vistria.comLinkedIn51-200 employeesinvestment management
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $29.0M assets / 230 participants
Participants by plan
Active + retired + deferred vested
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
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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
THE VISTRIA GROUP, LP PROFIT SHARING 401(K) PLAN AND TRUST
401(k)
Assets$23.6M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE VISTRIA GROUP, LP CASH BALANCE PLAN
Cash balance
Assets$5.4M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE VISTRIA GROUP MEDICAL PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.8M
Covered lives272
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE VISTRIA GROUP EMPLOYEE BENEFITS PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$209K
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE VISTRIA GROUP, LP PROFIT SHARING 401(K) PLAN AND TRUST | 401(k) | $23.6M | 142 | 2025 |
| #002 | THE VISTRIA GROUP, LP CASH BALANCE PLAN | Cash balance | $5.4M | 88 | 2025 |
- #001 · 401(k) · 2025142
- #002 · Cash balance · 202588
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE VISTRIA GROUP MEDICAL PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.8M | 272 | 2025 |
| #501 | THE VISTRIA GROUP EMPLOYEE BENEFITS PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $209K | 266 | 2025 |
- #502 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025272
- #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025266
Retirement plans
Health & Benefits plans