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Sponsor portfolio

VELO3D INC

EIN 47-1314238-machinery-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$2.2M premiums
Participants
379
2710 LAKEVIEW COURT - FREMONT, CA 94538408-610-3915velo3d.comLinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#001401k-$17.1M - 266 part#501Fully Insured-$2.2M - 251 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$1.3M
  • Other$119K
  • Life$110K
  • Long-term disability$38K
  • Vision$38K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITEDHEALTHCARE INSURANCE COMPANY58%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN2%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ACRISURE LLC61%
  • FILICE INSURANCE AGENCY36%
  • SBP, LLC3%
Total $162K3 slices

Plan deep-dives

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

VELO3D RETIREMENT SAVINGS PLAN

401k

Assets$17.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELO3D INC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELO3D RETIREMENT SAVINGS PLAN401k$17.1M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELO3D INC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M2512025
Retirement plans
Welfare plans
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