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Sponsor portfolio

VELOCITY COMMERCIAL CAPITAL 401K PL

EIN 20-1193192-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
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
#001401k-$30.8M - 376 part#501Mixed-$429K - 289 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY73%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
Total $429K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • POMS AND ASSOCIATES INS. BROKERS100%
Total $45K1 slice

Plan deep-dives

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

VELOCITY COMMERCIAL CAPITAL, LLC

401k

Assets$30.8M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$429K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELOCITY COMMERCIAL CAPITAL, LLC401k$30.8M3762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$429K2892024
Retirement plans
Welfare plans
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