Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Dental$3.2M
- Vision$3.2M
- Prescription drug$3.2M
- Life$169K
- Short-term disability$169K
- +2 more
Sponsor portfolioTH
VITALSMARTS, LC
EIN 87-0664848Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$3.4M premiums
Participants
524
320 RIVER PARK DRIVE, SUITE SWB - PROVO, UT 84604801-724-6359
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 504 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
99%top
- GBS BENEFITS INC99%
- LEAVITT GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VITALSMARTS 401(K) PLAN
401k
Assets$28.3M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VITALSMARTS LLC
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.4M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VITALSMARTS 401(K) PLAN | 401k | $28.3M | 306 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VITALSMARTS LLC | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.4M | 504 | 2025 |
Retirement plans
Welfare plans