PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TROLLEY HOUSE REFRESHMENTS
Sponsor portfolio

TROLLEY HOUSE REFRESHMENTS

EIN 45-2537036-food & beverages-Latest filing 2025
Plans
3
Retirement
1
$2.8M assets
Welfare
2
$54K premiums
Participants
523
8501 SANFORD DRIVE - RICHMOND, VA 23228804-355-1550LinkedIn11-50 employeesfood & beverages
Plans on this EIN
3 filings
#001401k-$2.8M - 177 part#501Fully Insured-$44K - 166 lives#502Fully Insured-$10K - 180 lives

Benefits portfolio analytics

2 plans / $54K premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$44K
  • Other$44K
  • Short-term disability$10K
Total $54K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $54K1 slice

Broker market share

Schedule A broker compensation

Split broker
86%top
  • VIRGINIA ASSET MANAGEMENT LLC86%
  • USI INSURANCE SERVICES LLC14%
Total $6K2 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

TROLLEY HOUSE REFRESHMENTS 401(K) PLAN

401k

Assets$2.8M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TROLLEY HOUSE REFRESHMENTS WELFARE PLANS

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$44K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TROLLEY HOUSE REFRESHMENTS WELFARE PLAN STD

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$10K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TROLLEY HOUSE REFRESHMENTS 401(K) PLAN401k$2.8M1772025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TROLLEY HOUSE REFRESHMENTS WELFARE PLANSFully InsuredHARTFORD LIFE AND ACCIDENT$44K1662025
502TROLLEY HOUSE REFRESHMENTS WELFARE PLAN STDFully InsuredHARTFORD LIFE AND ACCIDENT$10K1802025
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