Form 5500 · Employee benefit plan · KING OF PRUSSIA, PA
VERTEX, INC.
VERTEX, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2081753 · plan 514 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Life | 1,544 | December | $429,482 | $73,012 |
| NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Life | 359 | December | $433,153 | $64,973 |
| NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Disability | 1,518 | December | $428,212 | $64,232 |
| AETNA LIFE INSURANCE COMPANY | — | 682 | December | $193,018 | $39,524 |
| NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | — | 1,544 | December | $135,010 | $20,252 |
| EYEMED VISION CARE | Vision | 1,257 | December | $145,572 | $14,406 |
| ARAG INSURANCE COMPANY | — | 414 | December | $48,038 | $4,804 |
| EYEMED VISION CARE | Vision | 17 | December | $1,329 | $124 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH | — | 1,523 | December | $24,814 | $0 |
| AETNA INTERNATIONAL | — | 291 | December | $10,549 | $0 |
| GRANULAR INSURANCE COMPANY | Stop-loss | 1,230 | December | $1,965,905 | $0 |
Questions
Who is VERTEX, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VERTEX, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does VERTEX, INC. use?
VERTEX, INC.'s benefit plan is written through NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA), among 11 disclosed carriers.
When does VERTEX, INC.'s group plan renew?
The most recent Schedule A policy period for VERTEX, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VERTEX, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.