Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$164K
- Life$129K
- Short-term disability$129K
- Long-term disability$129K
- Other$129K
- +1 more
Sponsor portfolio
CALDWELL & GREGORY LLC
EIN 26-3497193facilities servicesLatest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$2.8M premiums
Participants
463
129 BROAD STREET RD STE A - MANAKIN SABOT, VA 231032260804-784-7415caldwellandgregory.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 574 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- ANTHEM LIFE INSURANCE COMPANY89%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE1%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
82%top
- ALLIANT INSURANCE SERVICES, INC.82%
- NATIONAL ENROLLMENT PARTNERS GENERA12%
- CHRISTOPHER MICHAEL SHEALY6%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALDWELL & GREGORY LLC 401(K) PLAN
401k
Assets$13.4M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CALDWELL AND GREGORY, LLC. EMPLOYEE BENEFITS PLAN
Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS
Premiums$2.8M
Covered lives574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALDWELL & GREGORY LLC 401(K) PLAN | 401k | $13.4M | 245 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CALDWELL AND GREGORY, LLC. EMPLOYEE BENEFITS PLAN | Fully Insured | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | $2.8M | 574 | 2025 |
Retirement plans
Welfare plans