Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Dental$5.4M
- Vision$5.4M
- Prescription drug$5.4M
- Other$310K
- Life$192K
- +2 more
Sponsor portfolio
VERTICAL BRIDGE MANAGEMENT, LLC
EIN 35-2495267Latest filing 2025
Plans
2
Retirement
1
$29.2M assets
Welfare
1
$5.7M premiums
Participants
738
22 W ATLANTIC AVE, SUITE 310 - DELRAY BEACH, FL 33444561-948-6367
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 366 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- THOMAS OWENS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERTICAL BRIDGE MANAGEMENT LLC 401(K) PLAN
401k
Assets$29.2M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VERTICAL BRIDGE MANAGEMENT, LLC HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$5.7M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERTICAL BRIDGE MANAGEMENT LLC 401(K) PLAN | 401k | $29.2M | 372 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VERTICAL BRIDGE MANAGEMENT, LLC HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $5.7M | 366 | 2025 |
Retirement plans
Welfare plans