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Sponsor portfolio

VIZANCE, INC.

EIN 39-1309381-insurance-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$319K premiums
Participants
608
1320 WALNUT RIDGE DRIVE, SUITE 200 - HARTLAND, WI 53029262-367-8611vizance.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$20.6M - 325 part#506Mixed-$319K - 440 lives

Benefits portfolio analytics

1 plan / $319K premiums / 440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$184K
  • Short-term disability$184K
  • Other$184K
  • Dental$118K
  • Vision$17K
Total $319K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRINCIPAL LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA37%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $319K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • PROFESSIONAL GROUP PLANS INC53%
  • VIZANCE, INC.47%
Total $26K2 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

VIZANCE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20.6M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

VIZANCE, INC. HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$319K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIZANCE, INC. 401(K) PROFIT SHARING PLAN401k$20.6M3252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506VIZANCE, INC. HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$319K4402025
Retirement plans
Welfare plans
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