PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE VISTA FOUNDATION

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 80-0113235

THE VISTA FOUNDATION

1021 SPRINGBOARD DRIVE · HERSHEY, PA 17033
7175835102
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
398
No prior year
Total participants
317
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
THE VISTA FOUNDATION EMPLOYEE BENEFIT PLAN
Mixed398 covered·5 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.0M53.1%
Other$224K11.6%
Life$184K9.5%
Short-term disability$184K9.5%
Long-term disability$184K9.5%
Dental$106K5.5%
Vision$25K1.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$1.0M74.3%11254
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$224K16.2%15340
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$106K7.7%11398
BLUE CROSS OF CALIFORNIA
EIN 231294723
V
$25K1.8%11360

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ENGLE-HAMBRIGHT & DAVIES, INC.LANCASTER, PAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF PENNSYLVANIA$21K$2K$23K96.9%1
FAIRBANKS, WILLIAM MATTHEWLANCASTER, PAHIGHMARK, INC.$739$0$7393.1%1

History & trajectory

9 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