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Form 5500 · Employee benefit plan · WESTLAKE VILLAGE, CA

VELOCITY FINANCIAL, INC.

VELOCITY FINANCIAL, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is POMS & ASSOCIATES INS BROKERS, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 1 other carrier. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0659719 · plan 501 · as of Jul 2026

Participants
325
Carriers on file
2
Disclosed commissions
$55,338
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental, Vision278October$38,978
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability325October$16,360

Questions

Who is VELOCITY FINANCIAL, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, VELOCITY FINANCIAL, INC.'s broker of record is POMS & ASSOCIATES INS BROKERS, INC..

What insurance carrier does VELOCITY FINANCIAL, INC. use?

VELOCITY FINANCIAL, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 2 disclosed carriers.

When does VELOCITY FINANCIAL, INC.'s group plan renew?

The most recent Schedule A policy period for VELOCITY FINANCIAL, INC. ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VELOCITY FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.