Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VERSITI, INC.
EIN 45-4675354hospital & health careLatest filing 2025
Plans
3
Retirement
2
$303.2M assets
Welfare
1
$3.0M premiums
Participants
6,682
PO BOX 2178, 638 NORTH 18TH STREET - MILWAUKEE, WI 53201414-937-6300versiti.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $303.2M assets / 4,121 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 2,535 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.8M
- Short-term disability$2.8M
- Long-term disability$2.8M
- Other$2.8M
- Vision$191K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- HARTFORD LIFE AND ACCIDENT94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
62%top
- AXION RMS LTD62%
- WATCHTOWER BENEFITS, LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERSITI, INC. 401(K) RETIREMENT PLAN
401k
Assets$203.6M
Participants3,548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VERSITI 403(B) RETIREMENT PLAN
403b
Assets$99.5M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VERSITI INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$3.0M
Covered lives2,535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERSITI, INC. 401(K) RETIREMENT PLAN | 401k | $203.6M | 3,548 | 2025 | |
| 003 | VERSITI 403(B) RETIREMENT PLAN | 403b | $99.5M | 573 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VERSITI INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $3.0M | 2,535 | 2025 |
Retirement plans
Welfare plans