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Sponsor portfolio

VERTICAL SCREEN, INC.

EIN 52-2280966-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$46.0M assets
Welfare
1
$499K premiums
Participants
1,646
251 VETERANS WAY - WARMINSTER, PA 18974888-291-1369verticalscreen.comLinkedIn501-1000 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$46.0M - 919 part#501Mixed-$499K - 887 lives

Benefits portfolio analytics

1 plan / $499K premiums / 887 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$321K
  • Life$314K
  • Health$250K
  • Short-term disability$90K
  • Long-term disability$57K
  • Vision$16K
Total $499K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA50%
  • TRANSAMERICA LIFE INSURANCE COMPANY47%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
Total $499K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • PENTRA LLC56%
  • AGM BENEFITS44%
Total $97K2 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

VERTICAL SCREEN, INC. 401(K) PLAN

401k

Assets$46.0M
Participants919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERTICAL SCREEN, INC. FLEXIBLE BENEFITS PLAN

Mixed - TRANSAMERICA LIFE INSURANCE COMPANY

Premiums$499K
Covered lives887
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTICAL SCREEN, INC. 401(K) PLAN401k$46.0M9192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERTICAL SCREEN, INC. FLEXIBLE BENEFITS PLANMixedTRANSAMERICA LIFE INSURANCE COMPANY$499K8872025
Retirement plans
Welfare plans
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