Vista Point Financial Holdingsbenefits
Vista Point Financial Holdings Welfare Benefits Plan · IRVINE, CA · plan year 2025
Broker compensation reported · 2025
$132,969
Vista Point Financial Holdings's benefits plan covered 128 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $132,969 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,039 per covered person, in the top 10% of employer plans that report broker pay.
Insurance contracts · 20254
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 128 covered
HUMANA, INC. · dentalpremiums n/a · 12 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 75 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 26 covered
Brokers & agents paid · 20252
PATRIOT GROWTH INSURANCE SERVICES$102,125 · incl $4,824 fees
AMWINS CONNECT INSURANCE$30,844 · incl $28,282 fees
Also brokered by Patriot Growth Insurance Services5
Eisenhower Medical Associates, Inc. CA$300,275
Patriot Growth Insurance Services, LLC PA$275,806
Trusted Doctors, LLC VA$219,243
Huvepharma, Inc. GA$177,359
The Building People, LLC VA$165,724
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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 832804634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.