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Sponsor portfolio

VIALTO PARTNERS

EIN 87-3913943-Latest filing 2025
Plans
9
Retirement
2
$193.8M assets
Welfare
7
$2.7M premiums
Participants
1,254
100 CAMBRIDGE STREET, 14TH FLOOR - BOSTON, MA 02114416-219-2874
Plans on this EIN
9 filings
#002401k-$193.6M - 682 part#001ProfitSharing-$195K - 5 part#501Mixed-$1.3M - 1,139 lives#505Fully Insured-$637K - 1,129 lives#504Mixed-$608K - 640 lives#502Fully Insured-$105K - 1,131 lives#506Fully Insured-$43K - 197 lives#503Fully Insured-$8K - 620 lives#507Fully Insured-$5K - 100 lives

Retirement portfolio analytics

2 plans aggregated / $193.8M assets / 687 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • US RETIREMENT PLAN (#002)100%
  • LLC RETIREMENT PLAN (#001)0%
Total $193.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • US RETIREMENT PLAN (#002)682
  • LLC RETIREMENT PLAN (#001)5
Total 687Click row to drill in

Benefits portfolio analytics

7 plans / $2.7M premiums / 4,956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$629K
  • Life$578K
  • Long-term disability$578K
  • Dental$495K
  • Vision$117K
  • Health$33K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • HARTFORD LIFE AND ACCIDENT45%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • TRIPLE S SALUD, INC.3%
  • CURALINK HEALTHCARE1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • BENEFITFOCUS.COM, INC.0%
Total $114K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VIALTO PARTNERS US RETIREMENT PLAN

401k

Assets$193.6M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VIALTO PARTNERS, LLC RETIREMENT PLAN

ProfitSharing

Assets$195K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIALTO PARTNERS HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

VIALTO PARTNERS DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$637K
Covered lives1,129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

VIALTO PARTNERS LIFE AND DISABILITY PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$608K
Covered lives640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VIALTO PARTNERS VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$105K
Covered lives1,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VIALTO PARTNERS LEGAL PLAN

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$43K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VIALTO PARTNERS EAP PLAN

Fully Insured - CURALINC, LLC, D.B.A. CURALINC HEALTHCARE

Premiums$8K
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VIALTO PARTNERS BTA PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$5K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VIALTO PARTNERS US RETIREMENT PLAN401k$193.6M6822024
001VIALTO PARTNERS, LLC RETIREMENT PLANProfitSharing$195K52024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIALTO PARTNERS HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M1,1392025
505VIALTO PARTNERS DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$637K1,1292024
504VIALTO PARTNERS LIFE AND DISABILITY PLANMixedHARTFORD LIFE AND ACCIDENT$608K6402024
502VIALTO PARTNERS VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$105K1,1312024
506VIALTO PARTNERS LEGAL PLANFully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$43K1972024
503VIALTO PARTNERS EAP PLANFully InsuredCURALINC, LLC, D.B.A. CURALINC HEALTHCARE$8K6202024
507VIALTO PARTNERS BTA PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$5K1002024
Retirement plans
Welfare plans
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