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Sponsor portfolio

VISION MANAGEMENT SERVICES, LLC

EIN 82-1291115-medical practice-Latest filing 2025
Plans
2
Retirement
1
$43.1M assets
Welfare
1
$24.3M premiums
Participants
9,034
325 WEST HURON STREET, SUITE 700 - CHICAGO, IL 60654312-471-6720visionedgeservices.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$43.1M - 5,269 part#501Mixed-$24.3M - 3,793 lives

Benefits portfolio analytics

1 plan / $24.3M premiums / 3,793 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$22.4M
  • Prescription drug$22.4M
  • Other$1.9M
  • Vision$1.6M
  • Life$1.6M
  • Short-term disability$1.6M
  • +1 more
Total $24.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $24.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GCG FINANCIAL LLC100%
  • ANTHONY JOSEPH PROCACCINI0%
Total $410K2 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

VISION MANAGEMENT SERVICES, LLC 401(K) PLAN

401k

Assets$43.1M
Participants5,269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISION MANAGEMENT SERVICES, LLC HEALTH & WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$24.3M
Covered lives3,793
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISION MANAGEMENT SERVICES, LLC 401(K) PLAN401k$43.1M5,2692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISION MANAGEMENT SERVICES, LLC HEALTH & WELFARE PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$24.3M3,7932025
Retirement plans
Welfare plans
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