Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$147K
- Vision$147K
- Life$147K
- Short-term disability$147K
- +2 more
Sponsor portfolio
VISION33, INC.
EIN 98-0417630computer softwareLatest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$1.3M premiums
Participants
215
7545 IRVINE CENTER DRIVE, STE 200 - IRVINE, CA 92618709-772-7213vision33.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CALIFORNIA PHYSICIANS SERVICE89%
- PRINCIPAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
90%top
- ALLIANT INSURANCE SERVICES, INC.90%
- GIS BENEFITS INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISION33 401K PLAN
401k
Assets$14.2M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISION33, INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISION33 401K PLAN | 401k | $14.2M | 116 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISION33, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.3M | 152 | 2025 |
Retirement plans
Welfare plans