PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. VELOCITY FINANCIAL, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 46-0659719

VELOCITY FINANCIAL, INC.

2945 TOWNSGATE · WESTLAKE VILLAGE, CA 91361
8185323701
Plans filed
1
Years active
2025–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$533K
No prior year
Persons covered
325
No prior year
Total participants
328
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$533K
VELOCITY COMMERCIAL CAPITAL WELFARE BENEFITS PLAN
Mixed325 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$392K29.0%
Vision$392K29.0%
Life$142K10.5%
Short-term disability$142K10.5%
Long-term disability$142K10.5%
Other$142K10.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$392K73.4%11278
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$142K26.6%11325

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
POMS AND ASSOCIATES INS. BROKERSCITY OF INDUSTRY, CALIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$55K$0$55K100.0%1

Policy details

Latest year, by plan
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