PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Infoverity U.S., Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Infoverity U.S., Inc.

EIN 45-2428631-information services-Latest filing 2025
Plans
2
Retirement
1
$20.8M assets
Health & Benefits
1
$1.1M premiums
Participants
350
5131 POST ROAD, SUITE 220 - DUBLIN, OH 43017614-327-5173infoverity.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filings
#001401(k)-$20.8M - 232 part#501Fully insured-$1.1M - 281 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.1M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$954K
  • Dental$171K
  • Vision$171K
  • Life$171K
  • Short-term disability$171K
  • Long-term disability$171K
  • +1 more
Total $1.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INFOVERITY RETIREMENT TRUST

401(k)

Assets$20.8M
Participants232
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INFOVERITY U.S., INC. EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives281
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INFOVERITY RETIREMENT TRUST401(k)$20.8M2322025
  • INFOVERITY RETIREMENT TRUST$20.8M
    #001 · 401(k) · 2025232

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INFOVERITY U.S., INC. EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M2812025
  • INFOVERITY U.S., INC. EMPLOYEE BENEFIT PLAN$1.1M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025281
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica