Assets by plan
Share of aggregate retirement assets
Filings through .
Corporate Visions, Inc.
EIN 80-0614885management consultingLatest filing 2025
Plans
3
Retirement
2
$15.6M assets
Health & Benefits
1
$2.3M premiums
Participants
318
5155 E. EAGLE DR., #20397 - MESA, AZ 85215502-553-0735corporatevisions.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $15.6M assets / 209 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$15.4M
- (Not disclosed)$149K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 236 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$205K
- Vision$205K
- Life$205K
- Short-term disability$205K
- Long-term disability$205K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CORPORATE VISIONS, INC. 401(K) PLAN
401(k)
Assets$15.4M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CORPORATE VISIONS, INC. 401(K) PLAN
401(k)
Assets$149K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CORPORATE VISIONS HEALTH AND WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives236
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CORPORATE VISIONS, INC. 401(K) PLAN | 401(k) | $15.4M | 208 | 2025 |
| #001 | CORPORATE VISIONS, INC. 401(K) PLAN | 401(k) | $149K | 1 | 2024 |
- #002 · 401(k) · 2025208
- #001 · 401(k) · 20241
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CORPORATE VISIONS HEALTH AND WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 236 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025236
Retirement plans
Health & Benefits plans