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Sponsor portfolio

MODEA HOLDINGS, INC

EIN 20-4390111-Latest filing 2025
Plans
4
Retirement
1
$12.0M assets
Welfare
3
$95K premiums
Participants
505
1715 PRATT DRIVE, SUITE 2200 - BLACKSBURG, VA 24060540-552-3210
Plans on this EIN
4 filings
#001401k-$12.0M - 175 part#503Fully Insured-$95K - 136 lives#501Self Funded-0 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $95K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$95K
  • Short-term disability$95K
  • Long-term disability$95K
  • Other$95K
Total $95K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $95K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $15K1 slice

Plan deep-dives

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

MODEA HOLDINGS, INC 401(K) PLAN

401k

Assets$12.0M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MODEA HOLDINGS, INC. LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$95K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MODEA HOLDINGS, INC MEDICAL AND VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MODEA HOLDINGS, INC DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODEA HOLDINGS, INC 401(K) PLAN401k$12.0M1752024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MODEA HOLDINGS, INC. LIFE AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$95K1362025
501MODEA HOLDINGS, INC MEDICAL AND VISION PLANSelf Funded-$002025
502MODEA HOLDINGS, INC DENTAL PLANSelf Funded-$002025
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