PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PREVAILANCE, INC
Sponsor portfolio

PREVAILANCE, INC

EIN 20-2117814-defense & space-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$245K premiums
Participants
297
4500 MAIN STREET SUITE 460 - VIRGINIA BEACH, VA 23462757-309-4572prevailance.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$3.7M - 175 part#510Fully Insured-$245K - 158 lives

Benefits portfolio analytics

1 plan / $245K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$182K
  • Dental$182K
  • Life$51K
  • Short-term disability$51K
  • Other$51K
  • Vision$12K
Total $245K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • AETNA LIFE INSURANCE COMPANY74%
  • TRANSAMERICA LIFE INSURANCE COMPANY21%
  • VISION SERVICE PLAN5%
Total $245K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • THE BOON INSURANCE AGENCY66%
  • MARSH & MCLENNAN AGENCY LLC34%
Total $28K2 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

PREVAILANCE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.7M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PREVAILANCE, INC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$245K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREVAILANCE, INC. 401(K) PROFIT SHARING PLAN401k$3.7M1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PREVAILANCE, INC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$245K1582025
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