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Sponsor portfolio

VITALITY WORKS, INC.

EIN 85-0414702-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$1.1M premiums
Participants
698
8500 BLUEWATER ROAD NW - ALBUQUERQUE, NM 87121505-268-9950vitalityworks.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$3.2M - 364 part#510Fully Insured-$1.1M - 334 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$864K
  • Life$139K
  • Short-term disability$139K
  • Long-term disability$139K
  • Other$139K
  • Dental$55K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • PRESBYTERIAN HEALTH PLAN INC.80%
  • SYMETRA LIFE INSURANCE COMPANY13%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • VISION SERVICE PLAN2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $76K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VITALITY WORKS, INC. 401(K) PLAN

401k

Assets$3.2M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VITALITY WORKS, INC. WELFARE BENEFIT WRAP PLAN

Fully Insured - PRESBYTERIAN HEALTH PLAN INC.

Premiums$1.1M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VITALITY WORKS, INC. 401(K) PLAN401k$3.2M3642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VITALITY WORKS, INC. WELFARE BENEFIT WRAP PLANFully InsuredPRESBYTERIAN HEALTH PLAN INC.$1.1M3342025
Retirement plans
Welfare plans
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