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  2. Vistage Worldwide, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Vistage Worldwide, Inc.

EIN 95-4666411-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$41.0M assets
Health & Benefits
1
$2.9M premiums
Participants
480
4840 EASTGATE MALL - SAN DIEGO, CA 92121858-509-5822vistage.comLinkedIn501-1000 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401(k)-$41.0M - 315 part#501Fully insured-$2.9M - 332 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.9M premiums / 332 covered lives

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
Total $2.9M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

VISTAGE WORLDWIDE, INC. 401(K) PLAN

401(k)

Assets$41.0M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VISTAGE WORLDWIDE, INC. HEALTH AND WELFARE PLAN

Fully insured - AETNA HEALTH, INC.

Premiums$2.9M
Covered lives332
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VISTAGE WORLDWIDE, INC. 401(K) PLAN401(k)$41.0M3152025
  • VISTAGE WORLDWIDE, INC. 401(K) PLAN$41.0M
    #001 · 401(k) · 2025315

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VISTAGE WORLDWIDE, INC. HEALTH AND WELFARE PLANFully insuredAETNA HEALTH, INC.$2.9M3322025
  • VISTAGE WORLDWIDE, INC. HEALTH AND WELFARE PLAN$2.9M
    #501 · Fully insured · AETNA HEALTH, INC. · 2025332
Retirement plans
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