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  2. NEW VISTA OF THE BLUEGRASS, INC.
Sponsor portfolioTH

NEW VISTA OF THE BLUEGRASS, INC.

EIN 61-0723605-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$18.0M assets
Welfare
1
$16.2M premiums
Participants
1,810
1351 NEWTOWN PIKE BLDG 1 - LEXINGTON, KY 40511859-253-1686
Plans on this EIN
3 filings
#001403b-$14.9M - 140 part#002401k-$3.1M - 431 part#550Fully Insured-$16.2M - 1,944 lives

Retirement portfolio analytics

2 plans aggregated / $18.0M assets / 571 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • BLUEGRASS, INC. 403(B) (#001)83%
  • BLUEGRASS, INC. 401(K) (#002)17%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BLUEGRASS, INC. 401(K) (#002)431
  • BLUEGRASS, INC. 403(B) (#001)140
Total 571Click row to drill in

Benefits portfolio analytics

1 plan / $16.2M premiums / 1,944 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.0M
  • Prescription drug$15.0M
  • Life$581K
  • Short-term disability$581K
  • Dental$514K
  • Vision$126K
Total $16.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT4%
  • DELTA DENTAL OF CALIFORNIA3%
Total $16.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ASPIRANT INC.72%
  • MARSH & MCLENNAN AGENCY LLC28%
Total $656K2 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

NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN

403b

Assets$14.9M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW VISTA OF THE BLUEGRASS, INC. 401(K) PLAN

401k

Assets$3.1M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - PARTIALLY SELF FUNDED USING ANTHEM NETWORK

Premiums$16.2M
Covered lives1,944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN403b$14.9M1402024
002NEW VISTA OF THE BLUEGRASS, INC. 401(K) PLAN401k$3.1M4312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550EMPLOYEE WELFARE BENEFIT PLANFully InsuredPARTIALLY SELF FUNDED USING ANTHEM NETWORK$16.2M1,9442025
Retirement plans
Welfare plans
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