Civic Intelligence

Vertafore Inc.

Plan context: Vertafore Inc. Retirement Savings Plan

EIN 74-2470776 • 131 filings • 22 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,605

2024 Assets

$162,218,343

2024 Contributions

$11,166,461

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$162,218,343$81,109,172$0200020112019YearValue
$162,218,343Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,9489740200020122024YearValue
1,605Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411,605$0$0-
Vertafore Inc. Welfare Benefit Plan-1,605---
202311,530$0$0-
Vertafore Inc. Welfare Benefit Plan-1,530---
202211,595$0$0-
Vertafore Inc. Welfare Benefit Plan-1,595---
202111,326$0$0-
Vertafore Inc. Welfare Benefit Plan-1,326---
202021,276$0$11,166,461$8,751iApproximate average salary by contribution assumption: employee only about $218,779 at 4% or $145,852 at 6%; with 50% employer match about $145,852 at 4% or $97,235 at 6%; with 100% employer match about $109,389 at 4% or $72,926 at 6%.
Vertafore Inc. Welfare Benefit Plan-1,276---
Vertafore Inc. Retirement Savings Plan-0-$11,166,461-
201921,311$162,218,343$14,258,142$10,876iApproximate average salary by contribution assumption: employee only about $271,894 at 4% or $181,263 at 6%; with 50% employer match about $181,263 at 4% or $120,842 at 6%; with 100% employer match about $135,947 at 4% or $90,631 at 6%.
Vertafore Inc. Retirement Savings Plan-1,297$162,218,343$14,258,142$10,993iApproximate average salary by contribution assumption: employee only about $274,829 at 4% or $183,220 at 6%; with 50% employer match about $183,220 at 4% or $122,146 at 6%; with 100% employer match about $137,415 at 4% or $91,610 at 6%.
Vertafore Inc. Welfare Benefit Plan-1,311---
201871,319$134,590,505$13,747,875$10,423iApproximate average salary by contribution assumption: employee only about $260,574 at 4% or $173,716 at 6%; with 50% employer match about $173,716 at 4% or $115,811 at 6%; with 100% employer match about $130,287 at 4% or $86,858 at 6%.
Vertafore Inc. Retirement Savings Plan-1,319$134,590,505$13,747,875$10,423iApproximate average salary by contribution assumption: employee only about $260,574 at 4% or $173,716 at 6%; with 50% employer match about $173,716 at 4% or $115,811 at 6%; with 100% employer match about $130,287 at 4% or $86,858 at 6%.
Vertafore Inc. Group Medical Dental Plan-0---
Vertafore Inc. Group Insurance Plan-0---
Vertafore Inc. Voluntary Insurance Plan-0---
Vertafore Inc. Reimbursement Account Plan-0---
Vertafore Inc. Vision Plan-0---
Vertafore Inc. Prepaid Legal Plan-0---
201781,349$143,750,357$13,475,924$9,990iApproximate average salary by contribution assumption: employee only about $249,739 at 4% or $166,493 at 6%; with 50% employer match about $166,493 at 4% or $110,995 at 6%; with 100% employer match about $124,870 at 4% or $83,246 at 6%.
Vertafore Inc. Retirement Savings Plan-1,341$143,750,357$13,475,924$10,049iApproximate average salary by contribution assumption: employee only about $251,229 at 4% or $167,486 at 6%; with 50% employer match about $167,486 at 4% or $111,657 at 6%; with 100% employer match about $125,615 at 4% or $83,743 at 6%.
Vertafore Inc. Group Insurance Plan-1,349---
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Vision Plan-965---
Vertafore Inc. Prepaid Legal Plan-179---
Vertafore Inc. Severance Plan-0---
Vertafore Inc. Group Medical Dental Plan-1,164---
201681,568$121,848,417$12,932,517$8,248iApproximate average salary by contribution assumption: employee only about $206,194 at 4% or $137,463 at 6%; with 50% employer match about $137,463 at 4% or $91,642 at 6%; with 100% employer match about $103,097 at 4% or $68,731 at 6%.
Vertafore Inc. Retirement Savings Plan-1,205$121,848,417$12,932,517$10,732iApproximate average salary by contribution assumption: employee only about $268,309 at 4% or $178,873 at 6%; with 50% employer match about $178,873 at 4% or $119,249 at 6%; with 100% employer match about $134,155 at 4% or $89,436 at 6%.
Vertafore Inc. Group Insurance Plan-1,568---
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Vision Plan-915---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Severance Plan-1,209---
Vertafore Inc. Prepaid Legal Plan-170---
Vertafore Inc. Group Medical Dental Plan-1,058---
201581,779$110,110,204$11,610,281$6,526iApproximate average salary by contribution assumption: employee only about $163,157 at 4% or $108,772 at 6%; with 50% employer match about $108,772 at 4% or $72,514 at 6%; with 100% employer match about $81,579 at 4% or $54,386 at 6%.
Vertafore Inc. Retirement Savings Plan-1,183$110,110,204$11,610,281$9,814iApproximate average salary by contribution assumption: employee only about $245,357 at 4% or $163,571 at 6%; with 50% employer match about $163,571 at 4% or $109,047 at 6%; with 100% employer match about $122,678 at 4% or $81,786 at 6%.
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Group Insurance Plan-1,779---
Vertafore Inc. Vision Plan-941---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Severance Plan-1,192---
Vertafore Inc. Prepaid Legal Plan-160---
Vertafore Inc. Group Medical Dental Plan-1,102---
201481,685$109,875,313$10,503,038$6,233iApproximate average salary by contribution assumption: employee only about $155,831 at 4% or $103,888 at 6%; with 50% employer match about $103,888 at 4% or $69,258 at 6%; with 100% employer match about $77,916 at 4% or $51,944 at 6%.
Vertafore Inc. Retirement Savings Plan-1,177$109,875,313$10,503,038$8,924iApproximate average salary by contribution assumption: employee only about $223,089 at 4% or $148,726 at 6%; with 50% employer match about $148,726 at 4% or $99,151 at 6%; with 100% employer match about $111,545 at 4% or $74,363 at 6%.
Vertafore Inc. Group Medical Dental Plan-1,056---
Vertafore Inc. Group Insurance Plan-1,685---
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Vision Plan-872---
Vertafore Inc. Severance Plan-1,192---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Prepaid Legal Plan-130---
201381,690$103,611,890$9,571,512$5,664iApproximate average salary by contribution assumption: employee only about $141,590 at 4% or $94,394 at 6%; with 50% employer match about $94,394 at 4% or $62,929 at 6%; with 100% employer match about $70,795 at 4% or $47,197 at 6%.
Vertafore Inc. Retirement Savings Plan-1,165$103,611,890$9,571,512$8,216iApproximate average salary by contribution assumption: employee only about $205,397 at 4% or $136,932 at 6%; with 50% employer match about $136,932 at 4% or $91,288 at 6%; with 100% employer match about $102,699 at 4% or $68,466 at 6%.
Vertafore Inc. Severance Plan-1,476---
Vertafore Inc. Prepaid Legal Plan-152---
Vertafore Inc. Vision Plan-888---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Group Insurance Plan-1,690---
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Group Medical Dental Plan-1,100---
201281,754$86,479,824$9,740,650$5,553iApproximate average salary by contribution assumption: employee only about $138,835 at 4% or $92,557 at 6%; with 50% employer match about $92,557 at 4% or $61,704 at 6%; with 100% employer match about $69,417 at 4% or $46,278 at 6%.
Vertafore Inc. Retirement Savings Plan-1,208$86,479,824$9,740,650$8,063iApproximate average salary by contribution assumption: employee only about $201,586 at 4% or $134,391 at 6%; with 50% employer match about $134,391 at 4% or $89,594 at 6%; with 100% employer match about $100,793 at 4% or $67,195 at 6%.
Vertafore Inc. Severance Plan-1,543---
Vertafore Inc. Prepaid Legal Plan-148---
Vertafore Inc. Vision Plan-915---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Voluntary Insurance Plan-1,231---
Vertafore Inc. Group Insurance Plan-1,754---
Vertafore Inc. Group Medical Dental Plan-1,203---
201181,948$75,998,347$11,472,298$5,889iApproximate average salary by contribution assumption: employee only about $147,232 at 4% or $98,155 at 6%; with 50% employer match about $98,155 at 4% or $65,436 at 6%; with 100% employer match about $73,616 at 4% or $49,077 at 6%.
Vertafore Inc. Retirement Savings Plan-1,325$75,998,347$11,472,298$8,658iApproximate average salary by contribution assumption: employee only about $216,458 at 4% or $144,306 at 6%; with 50% employer match about $144,306 at 4% or $96,204 at 6%; with 100% employer match about $108,229 at 4% or $72,153 at 6%.
Vertafore Inc. Severance Plan-1,948---
Vertafore Inc. Prepaid Legal Plan-167---
Vertafore Inc. Vision Plan-992---
Vertafore Inc. Reimbursement Account Plan-272---
Vertafore Inc. Voluntary Insurance Plan-1,948---
Vertafore Inc. Group Insurance Plan-1,948---
Vertafore Inc. Group Medical Dental Plan-1,011---
201091,064$72,770,207$8,864,655$8,331iApproximate average salary by contribution assumption: employee only about $208,286 at 4% or $138,857 at 6%; with 50% employer match about $138,857 at 4% or $92,572 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
Vertafore Inc. Retirement Savings Plan-1,064$72,770,207$8,864,655$8,331iApproximate average salary by contribution assumption: employee only about $208,286 at 4% or $138,857 at 6%; with 50% employer match about $138,857 at 4% or $92,572 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
Vertafore Inc. Prepaid Legal Plan-131---
Vertafore Inc. Vision Plan-737---
Vertafore Inc. Reimbursement Account Plan-272---
Vertafore Inc. Voluntary Insurance Plan-1,058---
Vertafore Inc. Group Insurance Plan-1,058---
Vertafore Inc. Group Medical Dental Plan-978---
VERTAFORE, INC. SEVERANCE PLAN-1,058---
Vertafore Inc. Severance Plan-1,058---
200981,129$62,470,927$8,624,085$7,639iApproximate average salary by contribution assumption: employee only about $190,967 at 4% or $127,312 at 6%; with 50% employer match about $127,312 at 4% or $84,874 at 6%; with 100% employer match about $95,484 at 4% or $63,656 at 6%.
Vertafore Inc. Retirement Savings Plan-1,129$62,470,927$8,624,085$7,639iApproximate average salary by contribution assumption: employee only about $190,967 at 4% or $127,312 at 6%; with 50% employer match about $127,312 at 4% or $84,874 at 6%; with 100% employer match about $95,484 at 4% or $63,656 at 6%.
Vertafore Inc. Prepaid Legal Plan-144---
Vertafore Inc. Vision Plan-794---
Vertafore Inc. Reimbursement Account Plan-390---
Vertafore Inc. Group Medical Dental Plan-1,036---
Vertafore Inc. Group Insurance Plan-1,114---
Vertafore Inc. Voluntary Insurance Plan-834---
Vertafore Inc. Severance Plan-1,114---
200861,241$48,231,761$8,811,591$7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%.
Vertafore Inc. Retirement Savings Plan-1,067$48,231,761$8,811,591$8,258iApproximate average salary by contribution assumption: employee only about $206,457 at 4% or $137,638 at 6%; with 50% employer match about $137,638 at 4% or $91,759 at 6%; with 100% employer match about $103,229 at 4% or $68,819 at 6%.
Vertafore Inc. Vision Plan-861---
Vertafore Inc. Reimbursement Account Plan-151---
Vertafore Inc. Voluntary Insurance Plan-834---
Vertafore Inc. Group Insurance Plan-1,241---
Vertafore Inc. Group Medical Dental Plan-746---
20075893$53,978,327$5,650,215$6,327iApproximate average salary by contribution assumption: employee only about $158,181 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,303 at 6%; with 100% employer match about $79,090 at 4% or $52,727 at 6%.
Vertafore Inc. Retirement Savings Plan-893$53,978,327$5,650,215$6,327iApproximate average salary by contribution assumption: employee only about $158,181 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,303 at 6%; with 100% employer match about $79,090 at 4% or $52,727 at 6%.
Vertafore Inc. Vision Plan-775---
Vertafore Inc. Group Medical Dental Plan-791---
Vertafore Inc. Reimbursement Account Plan-160---
Vertafore Inc. Group Insurance Plan-791---
20065904$56,587,542$4,998,487$5,529iApproximate average salary by contribution assumption: employee only about $138,232 at 4% or $92,155 at 6%; with 50% employer match about $92,155 at 4% or $61,437 at 6%; with 100% employer match about $69,116 at 4% or $46,077 at 6%.
Vertafore Inc. Retirement Savings Plan-904$56,587,542$4,998,487$5,529iApproximate average salary by contribution assumption: employee only about $138,232 at 4% or $92,155 at 6%; with 50% employer match about $92,155 at 4% or $61,437 at 6%; with 100% employer match about $69,116 at 4% or $46,077 at 6%.
Vertafore Inc. Group Medical Dental Plan-795---
Vertafore Inc. Vision Plan-729---
Vertafore Inc. Reimbursement Account Plan-205---
Vertafore Inc. Group Insurance Plan-896---
20054926$0$0-
Vertafore Inc. Group Insurance Plan-800---
Vertafore Inc. Group Medical Dental Plan-926---
Vertafore Inc. Vision Plan-409---
Vertafore Inc. Reimbursement Account Plan-184---
20043852$0$0-
Vertafore Inc. Vision Plan-852---
Vertafore Inc. Reimbursement Account Plan-163---
Vertafore Inc. Group Insurance Plan-852---
20035873$265,346$2,880,505$3,300iApproximate average salary by contribution assumption: employee only about $82,489 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,662 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%.
Vertafore Inc. Group Medical Dental Plan-777$265,346$2,880,505$3,707iApproximate average salary by contribution assumption: employee only about $92,680 at 4% or $61,787 at 6%; with 50% employer match about $61,787 at 4% or $41,191 at 6%; with 100% employer match about $46,340 at 4% or $30,893 at 6%.
Vertafore Inc. Vision Plan-316---
Vertafore Inc. Group Insurance Plan-873---
Vertafore Inc. Voluntary Insurance Plan-873---
Vertafore Inc. Reimbursement Account Plan-201---
200251,304$146,989$2,395,145$1,837iApproximate average salary by contribution assumption: employee only about $45,919 at 4% or $30,613 at 6%; with 50% employer match about $30,613 at 4% or $20,409 at 6%; with 100% employer match about $22,960 at 4% or $15,306 at 6%.
Vertafore Inc. Reimbursement Account Plan-162---
Vertafore Inc. Vision Plan-325---
Vertafore Inc. Voluntary Insurance Plan-1,016---
Vertafore Inc. Group Insurance Plan-1,304---
200151,021$168,098$2,537,869$2,486iApproximate average salary by contribution assumption: employee only about $62,142 at 4% or $41,428 at 6%; with 50% employer match about $41,428 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%.
200051,117$65,379$2,130,766$1,908iApproximate average salary by contribution assumption: employee only about $47,689 at 4% or $31,793 at 6%; with 50% employer match about $31,793 at 4% or $21,195 at 6%; with 100% employer match about $23,845 at 4% or $15,896 at 6%.