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Sponsor portfolio

VERITAS INVESTMENTS, INC.

EIN 35-2310145-real estate-Latest filing 2024
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.3M premiums
Participants
418
1 POST STREET, SUITE 3100 - SAN FRANCISCO, CA 94104415-813-5036veritasinvestments.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#002401k-$10.8M - 242 part#501Mixed-$1.3M - 198 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • Other$51K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • SEQUOIA BENEFITS & INS SVCS LLC1%
Total $71K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VERITAS INVESTMENTS 401K PLAN

401k

Assets$10.8M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERITAS INVESTMENTS, INC. HEALTH & WELFARE PLANS

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.3M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VERITAS INVESTMENTS 401K PLAN401k$10.8M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERITAS INVESTMENTS, INC. HEALTH & WELFARE PLANSMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.3M1982024
Retirement plans
Welfare plans
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