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
Filings through .
Transition Finance Strategies, LLC Dba Blue Ridge Associates
EIN 13-4238973Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$39.2M assets
Health & Benefits
1
$386K premiums
Participants
666
154 HANSEN ROAD SUITE 102 - CHARLOTTESVILLE, VA 22911434-220-7920
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $386K premiums / 515 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BLUE RIDGE 401(K) PLAN
401(k)
Assets$39.2M
Participants386
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TRANSITION FINANCE STRATEGIES, LLC WELFARE BENEFITS PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$386K
Covered lives515
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BLUE RIDGE 401(K) PLAN | 401(k) | $39.2M | 386 | 2025 |
- BLUE RIDGE 401(K) PLAN$39.2M#001 · 401(k) · 2025386
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025515
Retirement plans
Health & Benefits plans