PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VELOCITY CLINICAL RESEARCH INC.
Sponsor portfolio

VELOCITY CLINICAL RESEARCH INC.

EIN 82-3171064-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$3.0M premiums
Participants
2,649
300 E MAIN ST, SUITE 300 - DURHAM, NC 27701919-889-9700velocityclinical.comLinkedIn1001-5000 employeesbiotechnology
Plans on this EIN
2 filings
#001401k-$35.6M - 1,393 part#501Fully Insured-$3.0M - 1,256 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 1,256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Short-term disability$1.4M
  • Life$1.4M
  • Long-term disability$1.4M
  • Stop-loss$614K
  • Dental$492K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
  • DELTA DENTAL OF CALIFORNIA17%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • STARMOUNT LIFE INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • RSC INSURANCE BROKERAGE INC63%
  • EBENCONCEPTS COMPANY27%
  • CENTERED INSURANCE SOLUTIONS, INC.8%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $186K4 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

VELOCITY CLINICAL RESEARCH 401(K) PLAN

401k

Assets$35.6M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELOCITY CLINICAL RESEARCH, INC EMPLOYEE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.0M
Covered lives1,256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELOCITY CLINICAL RESEARCH 401(K) PLAN401k$35.6M1,3932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELOCITY CLINICAL RESEARCH, INC EMPLOYEE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$3.0M1,2562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica