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  2. VISTEX, INC.
Sponsor portfolio

VISTEX, INC.

EIN 36-4278759-computer software-Latest filing 2025
Plans
2
Retirement
1
$58.9M assets
Welfare
1
$7.3M premiums
Participants
862
2300 BARRINGTON ROAD, STE. 700 - HOFFMAN ESTATES, IL 60169847-490-0420vistex.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$58.9M - 444 part#501Mixed-$7.3M - 905 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 905 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Dental$6.9M
  • Prescription drug$6.9M
  • Other$291K
  • Life$191K
  • Long-term disability$191K
  • +1 more
Total $7.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • ARAG INSURANCE COMPANY0%
  • +1 more
Total $7.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • THE BOON INSURANCE AGENCY1%
Total $217K2 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

VISTEX, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$58.9M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISTEX, INC. HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$7.3M
Covered lives905
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISTEX, INC. 401(K) PROFIT SHARING PLAN401k$58.9M4442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISTEX, INC. HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$7.3M9052025
Retirement plans
Welfare plans
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