Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$386K
- Vision$386K
- Life$386K
- Short-term disability$386K
- Long-term disability$386K
Sponsor portfolio
TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES
EIN 13-4238973Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$386K premiums
Participants
666
154 HANSEN ROAD SUITE 102 - CHARLOTTESVILLE, VA 22911434-220-7920
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $386K premiums / 515 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
91%top
- HUB INTERNATIONAL MIDWEST LIMITED91%
- DIGITAL INSURANCE LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLUE RIDGE 401(K) PLAN
401k
Assets$39.2M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRANSITION FINANCE STRATEGIES, LLC WELFARE BENEFITS PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$386K
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUE RIDGE 401(K) PLAN | 401k | $39.2M | 386 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRANSITION FINANCE STRATEGIES, LLC WELFARE BENEFITS PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $386K | 515 | 2025 |
Retirement plans
Welfare plans