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Sponsor portfolio

EVISIONS, LLC

EIN 88-0411440-computer software-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.3M premiums
Participants
277
1321 UPLAND DR, PMB 20169 - HOUSTON, TX 77043714-824-5252evisions.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$18.1M - 168 part#501Fully Insured-$1.3M - 172 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$83K
  • Life$45K
  • Short-term disability$45K
  • Long-term disability$45K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • DELTA DENTAL OF CALIFORNIA7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
  • IMG0%
Total $63K2 slices

Plan deep-dives

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

EVISIONS, LLC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.1M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVISIONS, LLC

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$1.3M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVISIONS, LLC. 401(K) PROFIT SHARING PLAN401k$18.1M1682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVISIONS, LLCFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$1.3M1722025
Retirement plans
Welfare plans
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