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Sponsor portfolio

REGULUS GROUP, LLC

EIN 33-1009928-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$55.2M assets
Welfare
1
$4.9M premiums
Participants
505
102 NORTH MAIN STREET - WOODSTOCK, VA 22664540-459-2142regulus-group.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filings
#002401k-$55.2M - 282 part#530Fully Insured-$4.9M - 381 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Vision$4.4M
  • Other$220K
  • Life$138K
  • Long-term disability$97K
  • +1 more
Total $4.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • ANTHEM LIFE INSURANCE COMPANY91%
  • STANDARD INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • CHOICE FINANCIAL GROUP LLC46%
  • JAMES A SCOTT & SON INC28%
  • CROWN RISK MANAGEMENT, LLC21%
  • ELEMENT GROUP LLC DBA ELEMENT5%
Total $133K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

REGULUS 401(K)

401k

Assets$55.2M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

REGULUS GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$4.9M
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002REGULUS 401(K)401k$55.2M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530REGULUS GROUP, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$4.9M3812025
Retirement plans
Welfare plans
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