PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Velera Solutions, LLC

Filings through Oct 24, 2026.

Sponsor portfolioTH

Velera Solutions, LLC

EIN 99-0412977-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$586.6M assets
Welfare
1
$3.6M premiums
Participants
10,521
4950 AMON CARTER BOULEVARD - FORT WORTH, TX 76155800-782-9042
Plans on this EIN
2 filings
#033401(k)-$586.6M - 5,613 part#501Mixed-$3.6M - 7,017 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 7,017 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$2.7M
  • Long-term disability$2.7M
  • Health$11K
  • Prescription drug$11K
Total $3.6M5 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

VELERA 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$586.6M
Participants5,613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VELERA SOLUTIONS, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives7,017
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033VELERA 401(K) RETIREMENT SAVINGS PLAN401(k)$586.6M5,6132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VELERA SOLUTIONS, LLC EMPLOYEE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.6M7,0172025
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