Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$166K
- Life$125K
- Long-term disability$125K
- Other$125K
- Vision$25K
Sponsor portfolioTH
CARY STREET PARTNERS FINANCIAL LLC
EIN 20-0544286financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$1.5M premiums
Participants
346
901 EAST BYRD STREET, SUITE 1001 - RICHMOND, VA 23219804-616-3421carystreetpartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 350 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
- DELTA DENTAL OF CALIFORNIA11%
- HARTFORD LIFE AND ACCIDENT8%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
80%top
- JAMES A SCOTT & SON INC80%
- WATCHTOWER BENEFITS, LLC11%
- WATCHTOWER TECHNOLOGIES INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN
401k
Assets$21.6M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARY STREET PARTNERS FINANCIAL LLC EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | 401k | $21.6M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARY STREET PARTNERS FINANCIAL LLC EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 350 | 2025 |
Retirement plans
Welfare plans