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Sponsor portfolio

BOGART ASSOCIATES OF NORTHERN VA, LLC

EIN 43-2012065-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$48.2M assets
Welfare
1
$296K premiums
Participants
541
1768 BUSINESS CENTER DRIVE, SUITE 310 - RESTON, VA 20190703-347-6640bainova.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$48.2M - 340 part#501Mixed-$296K - 212 lives

Benefits portfolio analytics

1 plan / $296K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$122K
  • Short-term disability$56K
  • Other$51K
  • Long-term disability$48K
  • Life$27K
  • Vision$19K
Total $296K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY97%
  • BENEFLEX DBA CLARITY BENEFIT SOLUTIONS3%
Total $296K2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • CAPITAL GROUP BENEFITS LLC57%
  • MCGRIFF INSURANCE SERVICES INC28%
  • GIS BENEFITS INC14%
Total $65K3 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

BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN

401k

Assets$48.2M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$296K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN401k$48.2M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$296K2122025
Retirement plans
Welfare plans
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