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Sponsor portfolio

VERITAS CAPITAL FUND MANAGEMENT

EIN 13-4301934-Latest filing 2025
Plans
3
Retirement
1
$24.4M assets
Welfare
2
$4.8M premiums
Participants
520
9 WEST 57TH STREET 32ND FLOOR - NEW YORK, NY 10019212-415-6700veritasfunding.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$24.4M - 200 part#501Fully Insured-$4.4M - 125 lives#502Fully Insured-$384K - 155 lives

Benefits portfolio analytics

2 plans / $4.8M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Dental$384K
  • Vision$384K
  • Life$384K
  • Short-term disability$384K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ASSUREDPARTNERS90%
  • PROFESSIONAL GROUP PLANS INC10%
Total $233K2 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

VERITAS CAPITAL 401K PLAN

401k

Assets$24.4M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERITAS CAPITAL FUND MANAGEMENT MEDICAL BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VERITAS CAPITAL FUND MANAGEMENT ANCILLARY BENEFIT PLAN

Fully Insured - GUARDIAN

Premiums$384K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERITAS CAPITAL 401K PLAN401k$24.4M2002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERITAS CAPITAL FUND MANAGEMENT MEDICAL BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.4M1252025
502VERITAS CAPITAL FUND MANAGEMENT ANCILLARY BENEFIT PLANFully InsuredGUARDIAN$384K1552025
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