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  2. TEAM VELOCITY MARKETING, LLC
Sponsor portfolio

TEAM VELOCITY MARKETING, LLC

EIN 27-4215568-Latest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$3.4M premiums
Participants
1,320
13825 SUNRISE VALLEY DRIVE, SUITE 150 - HERNDON, VA 20171877-832-6848
Plans on this EIN
2 filings
#001401k-$27.2M - 831 part#501Fully Insured-$3.4M - 556 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$2.4M
  • Vision$2.4M
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • AETNA LIFE INSURANCE COMPANY72%
  • INNOVATION HEALTH25%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TEAM VELOCITY MARKETING, LLC 401(K) PLAN

401k

Assets$27.2M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEAM VELOCITY MARKETING, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.4M
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAM VELOCITY MARKETING, LLC 401(K) PLAN401k$27.2M8312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEAM VELOCITY MARKETING, LLC EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$3.4M5562025
Retirement plans
Welfare plans
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