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  2. VERBIT, INC.
Sponsor portfolio

VERBIT, INC.

EIN 25-1519537-Information-Latest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$216K premiums
Participants
650
5500 GREENWOOD PLAZA BLVD, SUITE 130, BOX #11 - GREENWOOD VILLAGE, CO 80111724-514-4051
Plans on this EIN
2 filings
#003401k-$24.4M - 438 part#501Mixed-$216K - 212 lives

Benefits portfolio analytics

1 plan / $216K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$216K
  • Short-term disability$216K
  • Long-term disability$216K
  • Other$216K
Total $216K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $216K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • USI INSURANCE SERVICES LLC72%
  • JAMES R NELLIGAN & ASSOCIATES LLC28%
Total $26K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VERBIT GROUP RETIREMENT SAVINGS PLAN

401k

Assets$24.4M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VITAC CORPORATION HEALTH & WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$216K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003VERBIT GROUP RETIREMENT SAVINGS PLAN401k$24.4M4382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VITAC CORPORATION HEALTH & WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$216K2122025
Retirement plans
Welfare plans
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