Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Other$477K
- Dental$148K
- Life$28K
- Long-term disability$28K
- +1 more
Sponsor portfolio
VISTABILITY
EIN 94-1606517individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$2.5M premiums
Participants
658
1340 ARNOLD DRIVE, SUITE 127 - MARTINEZ, CA 94553925-370-1818vistability.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 2,054 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- KAISER FOUNDATION HEALTH PLAN INC60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- SUTTER HEALTH PLAN15%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
71%top
- NAC INSURANCE ADMINISTRATION CORPOR71%
- ACRISURE LLC20%
- CALNONPROFITS INSURANCE SERVICES5%
- PBG PROFESSIONAL INSURANCE SERVICES4%
- HEFFERNAN INSURANCE BROKERS-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY
OtherDC
Assets$10.8M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
VISTABILITY HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.5M
Covered lives2,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | OtherDC | $10.8M | 401 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | VISTABILITY HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.5M | 2,054 | 2025 |
Retirement plans
Welfare plans