Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
VERRILL DANA, LLP
EIN 01-0176171Latest filing 2025
Plans
3
Retirement
2
$148.0M assets
Welfare
1
$3.3M premiums
Participants
1,004
ONE PORTLAND SQUARE, P.O. BOX 586 - PORTLAND, ME 04112207-774-4000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $148.0M assets / 675 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.3M premiums / 420 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$2.7M
- Health$2.7M
- Other$332K
- Life$310K
- Long-term disability$310K
- Dental$197K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- STANDARD INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- VARNEY & COMPANY BENEFITS ADVISORS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VERRILL DANA LLP 401(K) SAVINGS PLAN
401k
Assets$89.1M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VERRILL DANA LLP PENSION PLAN
MoneyPurchase
Assets$58.9M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VERRILL DANA LLP HEALTH & WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.3M
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VERRILL DANA LLP 401(K) SAVINGS PLAN | 401k | $89.1M | 352 | 2024 | |
| 001 | VERRILL DANA LLP PENSION PLAN | MoneyPurchase | $58.9M | 323 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VERRILL DANA LLP HEALTH & WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.3M | 420 | 2025 |
Retirement plans
Welfare plans