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Sponsor portfolioWelfare / HealthEIN 74-2470776

VERTAFORE, INC.

999 18TH STREET, SUITE N400 · DENVER, CO 80202
7207873950
Plans filed
8
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
1,694
No prior year
Total participants
1,707
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #502$2.9M
VERTAFORE, INC. GROUP MEDICAL DENTAL PLAN
Fully insured2,375 covered·3 carriers
Primary: PHYSICIANS HEALTH PLAN
Plan #511$2.8M
VERTAFORE, INC. WELFARE BENEFIT PLAN
Mixed1,694 covered·5 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$599K
VERTAFORE, INC. GROUP INSURANCE PLAN
Mixed1,390 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #507$185K
VERTAFORE, INC. VISION PLAN
Fully insured927 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #509$35K
VERTAFORE, INC. PREPAID LEGAL PLAN
Fully insured160 covered·1 carrier
Primary: HYATT LEGAL PLANS
Plan #504$5K
VERTAFORE, INC. VOLUNTARY INSURANCE PLAN
Fully insured1,231 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$0
VERTAFORE, INC. REIMBURSEMENT ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #550$0
VERTAFORE, INC. SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M20.5%
Life$1.3M19.4%
Long-term disability$1.3M19.4%
Health$1.2M18.6%
Prescription drug$1.2M18.6%
Vision$223K3.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$1.3M45.7%111,694
PHP INSURANCE COMPANY
EIN 382356288
HRx
$1.2M43.9%11202
VISION SERVICE PLAN
EIN 061227840
V
$223K8.0%111,211
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$49K1.8%11247
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$17K0.6%111,649

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAHARTFORD LIFE AND ACCIDENT$29K$13K$42K100.0%1

History & trajectory

11 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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