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Sponsor portfolio

VERITION FUND MANAGEMENT LLC

EIN 26-2467041-Latest filing 2025
Plans
3
Retirement
1
$33.4M assets
Welfare
2
$20.9M premiums
Participants
1,505
ONE AMERICAN LANE - GREENWICH, CT 06831203-617-4372
Plans on this EIN
3 filings
#001401k-$33.4M - 486 part#501Fully Insured-$13.5M - 871 lives#502Fully Insured-$7.4M - 428 lives

Benefits portfolio analytics

2 plans / $20.9M premiums / 1,299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.8M
  • Dental$1.1M
  • Life$619K
  • Short-term disability$619K
  • Long-term disability$619K
  • Other$619K
Total $13.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $13.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
28%top
  • MARC SHAPIRO28%
  • NFP INSURANCE SERVICES INC28%
  • DONALD C SAVOY INC26%
  • PROFESSIONAL PENSIONS INC16%
  • MARC A SHAPIRO2%
Total $573K5 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

VERITION GROUP 401(K) PLAN

401k

Assets$33.4M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERITION FUND MANAGEMENT LLC MEDICAL AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$13.5M
Covered lives871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VERITION FUND MANAGEMENT LLC MEDICAL BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.4M
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERITION GROUP 401(K) PLAN401k$33.4M4862024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERITION FUND MANAGEMENT LLC MEDICAL AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$13.5M8712025
502VERITION FUND MANAGEMENT LLC MEDICAL BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.4M4282024
Retirement plans
Welfare plans
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