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Sponsor portfolioTH

NATIONAL VISION INC.

EIN 58-1910859-retail-Latest filing 2025
Plans
4
Retirement
1
$234.8M assets
Welfare
3
$28.8M premiums
Participants
29,289
2000 NEWPOINT PARKWAY - LAWRENCEVILLE, GA 30043770-822-3600nationalvision.comLinkedIn10001+ employeesretail
Plans on this EIN
4 filings
#001401k-$234.8M - 16,003 part#501Mixed-$17.4M - 8,602 lives#502Mewa-$11.4M - 1,375 lives#600Self Funded-0 lives

Benefits portfolio analytics

3 plans / $28.8M premiums / 9,977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$13.4M
  • Health$10.6M
  • Long-term disability$1.7M
  • Other$1.6M
  • Life$1.5M
  • Dental$841K
  • +1 more
Total $28.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • AETNA LIFE INSURANCE COMPANY74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • SYMETRA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +1 more
Total $28.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • CHERYL DAGATA DBA CAD & JAD CONSULT1%
  • TOM EATON1%
Total $558K3 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

NATIONAL VISION, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$234.8M
Participants16,003
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL VISION INC. HEALTHCARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$17.4M
Covered lives8,602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NATIONAL VISION, INC. DR.'S EXCHANGE PLAN

Mewa - AETNA LIFE INSURANCE CO

Premiums$11.4M
Covered lives1,375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600

NATIONAL VISION SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL VISION, INC. 401(K) RETIREMENT SAVINGS PLAN401k$234.8M16,0032024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL VISION INC. HEALTHCARE PLANMixedAETNA LIFE INSURANCE COMPANY$17.4M8,6022025
502NATIONAL VISION, INC. DR.'S EXCHANGE PLANMewaAETNA LIFE INSURANCE CO$11.4M1,3752025
600NATIONAL VISION SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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