PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Verrill Dana, LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Verrill Dana, LLP

EIN 01-0176171-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$185.5M assets
Health & Benefits
1
$3.3M premiums
Participants
1,055
P.O. BOX 586, ONE PORTLAND SQUARE - PORTLAND, ME 041120586207-774-4000
Plans on this EIN
3 filings
#002401(k)-$117.8M - 402 part#001Money purchase-$67.7M - 324 part#502Fully insured-$3.3M - 420 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $185.5M assets / 726 participants

Assets by plan

Share of aggregate retirement assets

  • LLP 401(K) Savings (#002)$117.8M
  • DANA LLP PENSION (#001)$67.7M
Total $185.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LLP 401(K) Savings (#002)402
  • DANA LLP PENSION (#001)324
Total 726Select a row to open it

Benefits portfolio analytics

1 plan / $3.3M premiums / 420 covered lives

Coverage 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
Total $3.3M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

VERRILL DANA LLP 401(K) SAVINGS PLAN

401(k)

Assets$117.8M
Participants402
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

VERRILL DANA LLP PENSION PLAN

Money purchase

Assets$67.7M
Participants324
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

VERRILL DANA LLP HEALTH & WELFARE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives420
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002VERRILL DANA LLP 401(K) SAVINGS PLAN401(k)$117.8M4022025
#001VERRILL DANA LLP PENSION PLANMoney purchase$67.7M3242025
  • VERRILL DANA LLP 401(K) SAVINGS PLAN$117.8M
    #002 · 401(k) · 2025402
  • VERRILL DANA LLP PENSION PLAN$67.7M
    #001 · Money purchase · 2025324

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502VERRILL DANA LLP HEALTH & WELFARE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.3M4202025
  • VERRILL DANA LLP HEALTH & WELFARE BENEFITS PLAN$3.3M
    #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025420
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica