Form 5500 · Employee benefit plan · DENVER, CO
VERTAFORE, INC.
VERTAFORE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2470776 · plan 511 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,605 | December | $22,051 |
| UNIVERSITY OF MICHIGAN HEALTH PLAN | Health | 239 | December | $0 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 1,553 | December | $0 |
| VISION SERVICE PLAN | Vision | 1,169 | December | $0 |
| METLIFE LEGAL PLANS | — | 237 | December | $0 |
Questions
Who is VERTAFORE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VERTAFORE, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does VERTAFORE, INC. use?
VERTAFORE, INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 5 disclosed carriers.
When does VERTAFORE, INC.'s group plan renew?
The most recent Schedule A policy period for VERTAFORE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VERTAFORE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.