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Sponsor portfolioWelfare / HealthEIN 23-2081753
VERTEX, INC.
2301 RENAISSANCE BLVD · KING OF PRUSSIA, PA 19406
6106404200
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
1,544
No prior year
Total participants
2,900
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #514$3.8M
VERTEX, INC. HEALTH & WELFARE PLAN
Mixed1,544 covered·7 carriers
Primary: GRANULAR INSURANCE COMPANY
Plan #511$581K
VERTEX, INC. LONG TERM DISABILITY PLAN
Mixed829 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #510$89K
VERTEX, INC. GROUP HEALTH PLAN
Mixed1,992 covered·1 carrier
Primary: EYEMED VISION CARE
Plan #513$0
VERTEX, INC. SEVERANCE PLAN
Self-funded0 covered·0 carriers
Plan #501$0
VERTEX, INC. SECTION 125 FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #512$0
VERTEX, INC. DELTA DENTAL OF PENNSYLVANIA
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $2.0M | 51.5% | |
| Life | $863K | 22.6% | |
| Long-term disability | $428K | 11.2% | |
| Other | $411K | 10.8% | |
| Vision | $147K | 3.9% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953670351 | SL | $2.0M | 51.5% | 1 | 1 | 1,230 |
EIN 231503749 | LLTDOth | $1.4M | 37.4% | 1 | 4 | 1,544 |
EIN 066033492 | Oth | $204K | 5.3% | 1 | 2 | 682 |
EIN 430949844 | V | $147K | 3.9% | 1 | 2 | 1,257 |
EIN 421338303 | Oth | $48K | 1.3% | 1 | 1 | 414 |
EIN 250687550 | Oth | $25K | 0.7% | 1 | 1 | 1,523 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA), GRANULAR INSURANCE COMPANY, EYEMED VISION CARE, AETNA LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY | $281K | $129K | $410K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan