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Sponsor portfolioWelfare / HealthEIN 13-4301934

VERITAS CAPITAL FUND MANAGEMENT

9 WEST 57TH STREET 32ND FLOOR · NEW YORK, NY 10019
2124156700
Plans filed
2
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
280
No prior year
Total participants
320
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$4.4M
VERITAS CAPITAL FUND MANAGEMENT MEDICAL BENEFIT PLAN
Fully insured125 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$384K
VERITAS CAPITAL FUND MANAGEMENT ANCILLARY BENEFIT PLAN
Fully insured155 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.4M39.6%
Prescription drug$4.4M39.6%
Dental$384K3.5%
Vision$384K3.5%
Life$384K3.5%
Short-term disability$384K3.5%
Long-term disability$384K3.5%
Other$384K3.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$4.4M91.9%11125
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$384K8.1%11155

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSRYE BROOK, NYUNITEDHEALTHCARE INSURANCE COMPANY, GUARDIAN$196K$15K$211K90.4%2
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYUNITEDHEALTHCARE INSURANCE COMPANY$23K$0$23K9.6%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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