Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$177K
- Vision$174K
- Life$174K
- Short-term disability$174K
- +2 more
Sponsor portfolio
VISTA POINT FINANCIAL HOLDINGS
EIN 83-2804634Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$1.8M premiums
Participants
267
1920 MAIN STREET, SUITE 200 - IRVINE, CA 92614949-333-3682
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 128 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- CALIFORNIA PHYSICIANS SERVICE76%
- KAISER FOUNDATION HEALTH PLAN INC14%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- HUMANA INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
77%top
- PATRIOT GROWTH INSURANCE SERVICES77%
- AMWINS23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISTA POINT 401(K) PLAN
401k
Assets$6.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISTA POINT FINANCIAL HOLDINGS WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.8M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTA POINT 401(K) PLAN | 401k | $6.6M | 139 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISTA POINT FINANCIAL HOLDINGS WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.8M | 128 | 2025 |
Retirement plans
Welfare plans