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Sponsor portfolioTH

VISION SERVICE PLAN

EIN 94-1632821-insurance-Latest filing 2024
Plans
3
Retirement
2
$1.45B assets
Welfare
1
$47.8M premiums
Participants
13,244
3333 QUALITY DRIVE - RANCHO CORDOVA, CA 95670916-851-5000LinkedIn1-10 employeesinsurance
Plans on this EIN
3 filings
#001401k-$1.45B - 7,699 part#002ProfitSharing-$166K - 4 part#501Mewa-$47.8M - 5,784 lives

Retirement portfolio analytics

2 plans aggregated / $1.45B assets / 7,703 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • VSP RETIREMENT PLAN (#001)100%
  • PUERTO RICORETIREMENT PLAN (#002)0%
Total $1.45BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VSP RETIREMENT PLAN (#001)7,699
  • PUERTO RICORETIREMENT PLAN (#002)4
Total 7,703Click row to drill in

Benefits portfolio analytics

1 plan / $47.8M premiums / 5,784 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$24.7M
  • Dental$7.4M
  • Life$7.1M
  • Other$5.8M
  • Vision$5.6M
  • Short-term disability$5.6M
  • +2 more
Total $47.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • VISION SERVICE PLAN12%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
  • DELTA DENTAL OF CALIFORNIA8%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • +3 more
Total $47.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • AVANT SPECIALTY BENEFITS LLC49%
  • HOLMES MURPHY & ASSOCIATES37%
  • LOCKTON COMPANIES, LLC9%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • C2 CENTRIC LLC1%
  • +2 more
Total $554K7 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

VSP RETIREMENT PLAN

401k

Assets$1.45B
Participants7,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VSP PUERTO RICORETIREMENT PLAN

ProfitSharing

Assets$166K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISION SERVICE PLAN EMPLOYEES BENEFIT PLAN

Mewa - KAISER FOUNDATION HEALTH PLAN INC

Premiums$47.8M
Covered lives5,784
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VSP RETIREMENT PLAN401k$1.45B7,6992024
002VSP PUERTO RICORETIREMENT PLANProfitSharing$166K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISION SERVICE PLAN EMPLOYEES BENEFIT PLANMewaKAISER FOUNDATION HEALTH PLAN INC$47.8M5,7842024
Retirement plans
Welfare plans
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