PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. VISION INTEGRATED PARTNERS LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 37-1882078

VISION INTEGRATED PARTNERS LLC

5057 SOUTH CONGRESS AVENUE · LAKE WORTH, FL 33461
3213161852
Plans filed
1
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
691
No prior year
Total participants
691
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.2M
VISION INTEGRATED PARTNERS WRAP DOC
Fully insured691 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M33.4%
Prescription drug$3.6M33.4%
Dental$599K5.5%
Vision$599K5.5%
Life$599K5.5%
Short-term disability$599K5.5%
Long-term disability$599K5.5%
Other$599K5.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$3.6M85.8%11556
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$599K14.2%11691

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF OKLAHOMA$241K$26K$267K100.0%1
SBR SERVICES LLCATLANTA, GAPRINCIPAL LIFE INSURANCE COMPANY$0-$18-$18-0.0%1

History & trajectory

7 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica