PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CULBERTSON COMPANY OF VIRGINIA, LLC
Sponsor portfolio

CULBERTSON COMPANY OF VIRGINIA, LLC

EIN 14-1873375-Latest filing 2025
Plans
3
Retirement
2
$5.2M assets
Welfare
1
$945K premiums
Participants
320
7000 TECH CIRCLE - MANASSAS, VA 20109703-369-2550
Plans on this EIN
3 filings
#001401k-$4.5M - 55 part#002401k-$704K - 88 part#501Fully Insured-$945K - 184 lives

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 143 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • SAVINGS PLAN 001 (#001)86%
  • SAVINGS PLAN 002 (#002)14%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 002 (#002)88
  • SAVINGS PLAN 001 (#001)55
Total 143Click row to drill in

Benefits portfolio analytics

1 plan / $945K premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$836K
  • Dental$57K
  • Vision$57K
  • Life$48K
  • Long-term disability$43K
  • Short-term disability$43K
  • +1 more
Total $945K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • INNOVATION HEALTH88%
  • AETNA LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $945K4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MARSH & MCLENNAN AGENCY LLC69%
  • JACK W ABEL20%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
  • THE DECHRISTOPHER GROUP4%
Total $31K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CULBERTSON COMPANY OF VIRGINIA LLC 401(K) SAVINGS PLAN 001

401k

Assets$4.5M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CULBERTSON COMPANY OF VIRGINIA, LLC 401(K) SAVINGS PLAN 002

401k

Assets$704K
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CULBERTSON COMPANY OF VIRGINIA, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - INNOVATION HEALTH

Premiums$945K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CULBERTSON COMPANY OF VIRGINIA LLC 401(K) SAVINGS PLAN 001401k$4.5M552024
002CULBERTSON COMPANY OF VIRGINIA, LLC 401(K) SAVINGS PLAN 002401k$704K882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CULBERTSON COMPANY OF VIRGINIA, LLC EMPLOYEE BENEFITS PLANFully InsuredINNOVATION HEALTH$945K1842025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica