Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RIVERSIDE MANAGMENT SERVICES, INC
EIN 52-1241840Health Care and Social AssistanceLatest filing 2024
Plans
4
Retirement
3
$1.32B assets
Welfare
1
$9.5M premiums
Participants
35,503
12420 WARWICK BOULEVARD, BUILDING 6, SUITE 6G - NEWPORT NEWS, VA 23606757-534-7000
Retirement portfolio analytics
3 plans aggregated / $1.32B assets / 28,557 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
59%top
- (Not disclosed)59%
- PRINCIPLE LIFE INSURANCE COMPANY41%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.5M premiums / 10,626 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.7M
- Life$3.8M
- Short-term disability$3.8M
- Long-term disability$3.8M
- Dental$3.0M
- Vision$816K
Carrier market share
Premium dollars by Schedule A carrier
40%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
- UNITED CONCORDIA INSURANCE COMPANY31%
- AETNA LIFE INSURANCE COMPANY11%
- VISION SERVICE PLAN9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- +1 more
Broker market share
Schedule A broker compensation
55%top
- MARSH & MCLENNAN AGENCY LLC55%
- LOCKTON COMPANIES, LLC42%
- AON CONSULTING INC3%
- WILLIS TOWERS WATSON US LLC0%
- BENEFIT COMMUNICATIONS INC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RIVERSIDE HEALTH SYSTEM RETIREMENT INCOME PLAN
TraditionalDB
Assets$538.8M
Participants6,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN
403b
Assets$463.2M
Participants12,939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN
401k
Assets$314.0M
Participants9,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF RIVERSIDE HEALTH SYSTEM
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$9.5M
Covered lives10,626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RIVERSIDE HEALTH SYSTEM RETIREMENT INCOME PLAN | TraditionalDB | $538.8M | 6,235 | 2024 | |
| 004 | RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN | 403b | $463.2M | 12,939 | 2024 | |
| 002 | RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN | 401k | $314.0M | 9,383 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | HEALTH AND WELFARE PLAN FOR EMPLOYEES OF RIVERSIDE HEALTH SYSTEM | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9.5M | 10,626 | 2024 |
Retirement plans
Welfare plans