PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Velocity Commercial Capital 401(k) PL
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Velocity Commercial Capital 401(k) PL

EIN 20-1193192-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Health & Benefits
1
$429K premiums
Participants
665
2945 TOWNSGATE, SUITE 110 - WESTLAKE VILLAGE, CA 91361818-338-9775vcc-inc.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401(k)-$30.8M - 376 part#501Mixed-$429K - 289 lives

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

Benefits portfolio analytics

1 plan / $429K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$314K
  • Vision$314K
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Other$115K
Total $429K6 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#001

VELOCITY COMMERCIAL CAPITAL, LLC

401(k)

Assets$30.8M
Participants376
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$429K
Covered lives289
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VELOCITY COMMERCIAL CAPITAL, LLC401(k)$30.8M3762025
  • VELOCITY COMMERCIAL CAPITAL, LLC$30.8M
    #001 · 401(k) · 2025376

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$429K2892024
  • VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLAN$429K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2024289
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. 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