PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Veritext LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Veritext LLC

EIN 20-3132569-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$127.5M assets
Health & Benefits
1
$764K premiums
Participants
2,835
290 WEST PLEASANT AVE STE 3200 - LIVINGSTON, NJ 07039973-410-4068
Plans on this EIN
2 filings
#001401(k)-$127.5M - 1,528 part#504Mixed-$764K - 1,296 lives

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

Benefits portfolio analytics

1 plan / $764K premiums / 1,296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$654K
  • Life$586K
  • Short-term disability$586K
  • Long-term disability$586K
  • Vision$110K
Total $764K5 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

VERITEXT LLC 401(K) SAVINGS PLAN

401(k)

Assets$127.5M
Participants1,528
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

VERITEXT EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$764K
Covered lives1,296
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VERITEXT LLC 401(K) SAVINGS PLAN401(k)$127.5M1,5282025
  • VERITEXT LLC 401(K) SAVINGS PLAN$127.5M
    #001 · 401(k) · 20251,528

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504VERITEXT EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$764K1,2962025
  • VERITEXT EMPLOYEE BENEFIT PLAN$764K
    #504 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,296
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