Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $30.1M assets / 428 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.0M premiums / 366 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Fully insured - GUARDIAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.9M | 196 | 2025 |
| #001 | PINNACLE EYE CARE 401(K) SAVINGS PLAN | 401(k) | $9.2M | 232 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VISION FIRST EYE CARE GROUP HEALTH BENEFIT PLAN | Fully insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $929K | 188 | 2025 |
| #502 | VISION FIRST EYE CARE GROUP LIFE BENEFIT PLAN | Fully insured | GUARDIAN | $100K | 178 | 2025 |