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  2. VELOSIO, LLC
Sponsor portfolio

VELOSIO, LLC

EIN 82-3716350-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$57.6M assets
Welfare
1
$5.1M premiums
Participants
775
5747 PERIMETER DR., SUITE 200 - DUBLIN, OH 43017614-280-9880velosio.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$57.6M - 460 part#501Fully Insured-$5.1M - 466 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$235K
  • Long-term disability$136K
  • Life$125K
  • Other$87K
  • Short-term disability$80K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • EYEMED VISION CARE1%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AON CONSULTING INC84%
  • BURNHAM BENEFITS INSURANCE SERVICES15%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • MERCER HEALTH AND BENEFITS, LLC0%
  • CUSTOM BENEFIT PROGRAMS INC0%
Total $195K5 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

VELOSIO, LLC 401(K) PLAN

401k

Assets$57.6M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELOSIO LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.1M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VELOSIO, LLC 401(K) PLAN401k$57.6M4602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELOSIO LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.1M4662024
Retirement plans
Welfare plans
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