PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VASION, INC.
Sponsor portfolio

VASION, INC.

EIN 87-0682952-computer software-Latest filing 2024
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$3.9M premiums
Participants
685
432 S TECH RIDGE - ST GEORGE, UT 84770435-243-7405vasion.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$16.4M - 373 part#501Fully Insured-$3.9M - 807 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 807 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$293K
  • Vision$293K
  • Other$197K
  • Life$132K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SELECTHEALTH87%
  • AMERITAS LIFE INSURANCE CORP.8%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $276K1 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

VASION, INC. 401(K) PLAN

401k

Assets$16.4M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VASION HEALTH AND WELFARE PLAN

Fully Insured - SELECT HEALTH

Premiums$3.9M
Covered lives807
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VASION, INC. 401(K) PLAN401k$16.4M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VASION HEALTH AND WELFARE PLANFully InsuredSELECT HEALTH$3.9M8072024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica