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Sponsor portfolioTH

VISION FIRST EYE CARE

EIN 75-2993005-Latest filing 2025
Plans
4
Retirement
2
$24.0M assets
Welfare
2
$1.0M premiums
Participants
684
4000 POPLAR LEVEL ROAD - LOUISVILLE, KY 40213502-459-2020
Plans on this EIN
4 filings
#002ESOP-$15.8M - 167 part#001401k-$8.3M - 228 part#501Fully Insured-$929K - 188 lives#502Fully Insured-$100K - 178 lives

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 395 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • CARE 401(K) Savings (#001)34%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE 401(K) Savings (#001)228
  • EMPLOYEE STOCK OWNERSHIP (#002)167
Total 395Click row to drill in

Benefits portfolio analytics

2 plans / $1.0M premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Health$929K
  • Life$100K
  • Short-term disability$100K
  • Long-term disability$100K
  • Other$100K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • FOUNDATION RISK PARTNERS CORP85%
  • THE CASON GROUP INC8%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $51K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VISION FIRST EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.8M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PINNACLE EYE CARE 401(K) SAVINGS PLAN

401k

Assets$8.3M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISION FIRST EYE CARE GROUP HEALTH BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$929K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VISION FIRST EYE CARE GROUP LIFE BENEFIT PLAN

Fully Insured - GUARDIAN

Premiums$100K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VISION FIRST EMPLOYEE STOCK OWNERSHIP PLANESOP$15.8M1672024
001PINNACLE EYE CARE 401(K) SAVINGS PLAN401k$8.3M2282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISION FIRST EYE CARE GROUP HEALTH BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$929K1882025
502VISION FIRST EYE CARE GROUP LIFE BENEFIT PLANFully InsuredGUARDIAN$100K1782025
Retirement plans
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