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Sponsor portfolioTH

VERITEXT LLC

EIN 20-3132569-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$102.1M assets
Welfare
1
$695K premiums
Participants
2,659
290 WEST PLEASANT AVE STE 3200 - LIVINGSTON, NJ 07039973-410-4068
Plans on this EIN
2 filings
#001401k-$102.1M - 1,460 part#504Mixed-$695K - 1,194 lives

Benefits portfolio analytics

1 plan / $695K premiums / 1,194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$596K
  • Life$534K
  • Short-term disability$534K
  • Long-term disability$534K
  • Vision$99K
Total $695K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA33%
  • VISION SERVICE PLAN14%
  • AETNA LIFE INSURANCE COMPANY9%
Total $695K4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ALLIANT INSURANCE SERVICES, INC.61%
  • FMLASOURCE INC28%
  • WATCHTOWER BENEFITS, LLC11%
Total $43K3 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

VERITEXT LLC 401(K) SAVINGS PLAN

401k

Assets$102.1M
Participants1,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

VERITEXT EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$695K
Covered lives1,194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERITEXT LLC 401(K) SAVINGS PLAN401k$102.1M1,4602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504VERITEXT EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$695K1,1942024
Retirement plans
Welfare plans
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