Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$216K
- Vision$216K
- Life$216K
- Short-term disability$216K
- +2 more
Sponsor portfolio
VISIO FINANCIAL SERVICES, INC.
EIN 37-1739594Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.6M premiums
Participants
414
1905 KRAMER LANE, SUITE B700 - AUSTIN, TX 78758512-334-1430
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 290 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
91%top
- NFP INSURANCE SERVICES INC91%
- TOTALIS BENEFITS4%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN
401k
Assets$10.0M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISIO FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$1.6M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | 401k | $10.0M | 207 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISIO FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $1.6M | 290 | 2025 |
Retirement plans
Welfare plans