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Sponsor portfolio

VISION INTEGRATED PARTNERS LLC

EIN 37-1882078-design-Latest filing 2025
Plans
2
Retirement
1
$50.9M assets
Welfare
1
$4.2M premiums
Participants
1,658
5057 SOUTH CONGRESS AVENUE, SUITE 403 - LAKE WORTH, FL 33461321-316-1852LinkedIn1-10 employeesdesign
Plans on this EIN
2 filings
#001401k-$50.9M - 967 part#501Fully Insured-$4.2M - 691 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 691 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Dental$599K
  • Vision$599K
  • Life$599K
  • Short-term disability$599K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $4.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • SBR SERVICES LLC-0%
Total $267K2 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

VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN

401k

Assets$50.9M
Participants967
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISION INTEGRATED PARTNERS WRAP DOC

Fully Insured - BLUE CROSS BLUE SHIELD OF OKLAHOMA

Premiums$4.2M
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN401k$50.9M9672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISION INTEGRATED PARTNERS WRAP DOCFully InsuredBLUE CROSS BLUE SHIELD OF OKLAHOMA$4.2M6912025
Retirement plans
Welfare plans
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