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Sponsor portfolio

VELOCITY, A MANAGED SERVICES COMPANY, INC.

EIN 20-3677651-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$5.1M premiums
Participants
979
6936 SPRING VALLEY DRIVE - HOLLAND, OH 43528419-868-9983velocitymsc.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$13.0M - 564 part#501Fully Insured-$5.1M - 669 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$4.9M
  • Vision$4.9M
  • Prescription drug$4.9M
  • Life$210K
  • Short-term disability$210K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $5.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • PAYCOR INC4%
Total $160K2 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

VELOCITY 401(K) PLAN

401k

Assets$13.0M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELOCITY, A MANAGED SERVICE COMPANY, INC.

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.1M
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELOCITY 401(K) PLAN401k$13.0M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELOCITY, A MANAGED SERVICE COMPANY, INC.Fully InsuredAETNA LIFE INSURANCE COMPANY$5.1M6692024
Retirement plans
Welfare plans
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