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Sponsor portfolio

VELOCITYEHS

EIN 04-3626476-computer software-Latest filing 2025
Plans
2
Retirement
1
$50.5M assets
Welfare
1
$4.7M premiums
Participants
872
222 MERCHANDISE MART PLAZA, SUITE 1750 - CHICAGO, IL 60654312-881-2000ehs.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$50.5M - 519 part#505Fully Insured-$4.7M - 560 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Prescription drug$4.4M
  • Other$266K
  • Life$235K
  • Short-term disability$235K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • BROWN & BROWN INSURANCE SERVICES84%
  • GALLAGHER BENEFIT SERVICES, INC.14%
  • N-GAGE LLC2%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
  • H E INSURANCE INC0%
Total $214K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VELOCITYEHS 401K PLAN

401k

Assets$50.5M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

VELOCITY EHS GROUP HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.7M
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELOCITYEHS 401K PLAN401k$50.5M5192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505VELOCITY EHS GROUP HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.7M5602025
Retirement plans
Welfare plans
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