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Sponsor portfolio

RED VIOLET, INC.

EIN 82-2408531-Information-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$2.7M premiums
Participants
544
2650 MILITARY TRAIL STE 300 - BOCA RATON, FL 33431561-757-4052
Plans on this EIN
2 filings
#001401k-$18.7M - 293 part#501Fully Insured-$2.7M - 251 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$186K
  • Vision$186K
  • Life$113K
  • Short-term disability$113K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • STARMOUNT LIFE INSURANCE COMPANY7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $119K1 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

RED VIOLET, INC. 401(K) PLAN

401k

Assets$18.7M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RED VIOLET, INC. WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RED VIOLET, INC. 401(K) PLAN401k$18.7M2932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RED VIOLET, INC. WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.7M2512025
Retirement plans
Welfare plans
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