Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$1.2M
- Vision$1.2M
- Other$191K
- Life$132K
- Short-term disability$132K
- +1 more
Sponsor portfolio
VISTAGE WORLDWIDE, INC.
EIN 95-4666411professional training & coachingLatest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$2.9M premiums
Participants
472
4840 EASTGATE MALL - SAN DIEGO, CA 92121858-523-6800vistage.comLinkedIn501-1000 employeesprofessional training & coaching
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
96%top
- AON CONSULTING INC96%
- CUSTOM BENEFIT PROGRAMS INC3%
- HUB INTERNATIONAL MIDWEST LIMITED2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISTAGE WORLDWIDE, INC. 401(K) PLAN
401k
Assets$34.1M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISTAGE WORLDWIDE, INC. HEALTH AND WELFARE PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$2.9M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTAGE WORLDWIDE, INC. 401(K) PLAN | 401k | $34.1M | 307 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISTAGE WORLDWIDE, INC. HEALTH AND WELFARE PLAN | Fully Insured | AETNA HEALTH, INC. | $2.9M | 332 | 2025 |
Retirement plans
Welfare plans