Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$120K
- Short-term disability$120K
- +2 more
Sponsor portfolio
VERATO, INC.
EIN 46-2399755computer softwareLatest filing 2025
Plans
3
Retirement
1
$14.1M assets
Welfare
2
$3.7M premiums
Participants
262
1751 PINNACLE DRIVE, SUITE 1700 - MCLEAN, VA 22102642-620-0816verato.comLinkedIn51-200 employeescomputer software
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.7M premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
76%top
- PATRIOT GROWTH INSURANCE SERVICES76%
- YORK INTERNATIONAL AGENCY LLC22%
- IRADGE IZADI2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERATO, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$14.1M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VERATO, INC. WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
VERATO, INC.
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERATO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $14.1M | 155 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VERATO, INC. WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 156 | 2025 | |
| 501 | VERATO, INC. | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 100 | 2024 |
Retirement plans
Welfare plans