Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$860K
- Prescription drug$860K
- Other$837K
- Dental$629K
- Life$189K
- Short-term disability$189K
- +2 more
Sponsor portfolio
VERTEX EDUCATION, LLC
EIN 45-5589598education managementLatest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$1.1M premiums
Participants
676
3125 SOUTH GILBERT ROAD - CHANDLER, AZ 85286480-270-5438vertexeducation.comLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 423 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
- KAISER FOUNDATION HEALTH PLAN INC21%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
- VISION SERVICE PLAN3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- MELIA COMMUNICATIONS0%
- L-K MARKETING GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERTEX EDUCATION, LLC 401(K) PLAN
401k
Assets$12.9M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VERTEX EDUCATION, LLC HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERTEX EDUCATION, LLC 401(K) PLAN | 401k | $12.9M | 314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VERTEX EDUCATION, LLC HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 423 | 2025 |
Retirement plans
Welfare plans