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Sponsor portfolio

VERITAS STEEL LLC

EIN 46-3778002-construction-Latest filing 2025
Plans
3
Retirement
2
$12.4M assets
Welfare
1
$1.2M premiums
Participants
845
211 COMFORT RD - PALATKA, FL 321778634386-546-5960veritassteel.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$11.3M - 154 part#002MoneyPurchase-$1.1M - 123 part#501Mixed-$1.2M - 689 lives

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 277 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • 401(K) RETIREMENT Savings (#001)91%
  • EMPLOYEES RETIREMENT PLAN (#002)9%
Total $12.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • ADP BROKER-DEALER91%
  • (Not disclosed)9%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)154
  • EMPLOYEES RETIREMENT PLAN (#002)123
Total 277Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$809K
  • Life$359K
  • Short-term disability$359K
  • Long-term disability$359K
  • Other$359K
  • Vision$27K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • RELIASTAR LIFE INSURANCE COMPANY30%
  • VISION SERVICE PLAN2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PLEXUS GROUPE LLC100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VERITAS STEEL 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$11.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VERITAS STEEL LLC HOURLY EMPLOYEES RETIREMENT PLAN

MoneyPurchase

Assets$1.1M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERITAS STEEL, LLC EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.2M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VERITAS STEEL 401(K) RETIREMENT SAVINGS PLAN401k$11.3M1542024
002VERITAS STEEL LLC HOURLY EMPLOYEES RETIREMENT PLANMoneyPurchase$1.1M1232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERITAS STEEL, LLC EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.2M6892025
Retirement plans
Welfare plans
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