Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.2M
- Dental$673K
- Other$531K
- Life$183K
- Vision$98K
- Short-term disability$87K
Sponsor portfolio
VORTEX INDUSTRIES, LLC
EIN 95-2761304Latest filing 2025
Plans
2
Retirement
1
$37.5M assets
Welfare
1
$10.6M premiums
Participants
2,151
20 ODYSSEY - IRVINE, CA 92618949-501-4955
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.6M premiums / 1,790 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- ANTHEM LIFE INSURANCE COMPANY6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- STANDARD INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VORTEX EMPLOYEES 401(K) PLAN
401k
Assets$37.5M
Participants1,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
VORTEX INDUSTRIES, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$10.6M
Covered lives1,790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VORTEX EMPLOYEES 401(K) PLAN | 401k | $37.5M | 1,129 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | VORTEX INDUSTRIES, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $10.6M | 1,790 | 2025 |
Retirement plans
Welfare plans