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  2. MCCLAIN & CO. INC.
Sponsor portfolio

MCCLAIN & CO. INC.

EIN 46-4036999-Latest filing 2025
Plans
3
Retirement
1
$3.3M assets
Welfare
2
$1.1M premiums
Participants
328
19152 GERMANNA HWY - CULPEPER, VA 22701540-423-1110
Plans on this EIN
3 filings
#001403b-$3.3M - 121 part#501Fully Insured-$1.1M - 99 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
Total $1.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • JAMES A SCOTT & SON INC72%
  • MALONEY & WARD INSURANCE28%
Total $33K2 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

AUTUMN LANE INVESTMENTS, LLC 401(K) PLAN

403b

Assets$3.3M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTUMN LANE INVESTMENT HEALTH AND DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

AUTUMN LANE INVESTMENTS, LLC 401(K) PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUTUMN LANE INVESTMENTS, LLC 401(K) PLAN403b$3.3M1212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTUMN LANE INVESTMENT HEALTH AND DENTAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M992025
001AUTUMN LANE INVESTMENTS, LLC 401(K) PLANSelf Funded-$002024
Retirement plans
Welfare plans
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