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Sponsor portfolio

INVISION COMMUNICATIONS, INC.

EIN 68-0258969-Latest filing 2025
Plans
3
Retirement
2
$75.5M assets
Welfare
1
$2.4M premiums
Participants
553
1280 CIVIC DRIVE, 3RD FLOOR - WALNUT CREEK, CA 94596925-944-1211
Plans on this EIN
3 filings
#001401k-$37.8M - 201 part#002ESOP-$37.7M - 180 part#502Fully Insured-$2.4M - 185 lives

Retirement portfolio analytics

2 plans aggregated / $75.5M assets / 381 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • COMMUNICATIONS, INC. 401(K) (#001)50%
  • EMPLOYEE STOCK OWNERSHIP (#002)50%
Total $75.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNICATIONS, INC. 401(K) (#001)201
  • EMPLOYEE STOCK OWNERSHIP (#002)180
Total 381Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$262K
  • Vision$262K
  • Life$262K
  • Other$262K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $146K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INVISION COMMUNICATIONS, INC. 401(K) PLAN

401k

Assets$37.8M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INVISION COMMUNICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$37.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INVISION COMMUNICATION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.4M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INVISION COMMUNICATIONS, INC. 401(K) PLAN401k$37.8M2012024
002INVISION COMMUNICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$37.7M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INVISION COMMUNICATION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.4M1852025
Retirement plans
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