PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VITALSOURCE TECHNOLOGIES LLC
Sponsor portfolio

VITALSOURCE TECHNOLOGIES LLC

EIN 74-2719099-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$46.7M assets
Welfare
1
$6.5M premiums
Participants
792
227 FAYETTEVILLE ST - RALEIGH, NC 27601919-755-8100
Plans on this EIN
2 filings
#001401k-$46.7M - 424 part#501Mixed-$6.5M - 782 lives

Benefits portfolio analytics

1 plan / $6.5M premiums / 782 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.9M
  • Health$5.6M
  • Prescription drug$5.6M
  • Other$497K
  • Life$381K
  • Long-term disability$381K
  • +1 more
Total $6.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $6.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • NORMAN LEWIS64%
  • USI INSURANCE SERVICES LLC36%
Total $293K2 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

VITALSOURCE TECHNOLOGIES LLC 401(K) PLAN

401k

Assets$46.7M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VITALSOURCE TECHNOLOGIES HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$6.5M
Covered lives782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VITALSOURCE TECHNOLOGIES LLC 401(K) PLAN401k$46.7M4242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VITALSOURCE TECHNOLOGIES HEALTH AND WELFARE PLANMixedBLUECROSS BLUE SHIELD OF NORTH CAROLINA$6.5M7822024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica