Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$821K
- Other$152K
- Life$150K
- Short-term disability$150K
- Dental$133K
- Vision$133K
Sponsor portfolioTH
WESTMINSTER CANTERBURY OF WINCHESTER INC.
EIN 52-1266582Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$1.1M premiums
Participants
619
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- QBE INSURANCE74%
- HARTFORD LIFE AND ACCIDENT14%
- RELIANCE STANDARD LIFE INSURANCE COMPANY12%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
83%top
- JAMES A SCOTT & SON INC83%
- MCGRIFF INSURANCE SERVICES INC10%
- G SCOTT COOKE6%
- TODD HALL0%
- ROB VEST0%
- +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
SHENANDOAH VALLEY WESTMINSTER-CANTERBURY 403(B) RETIREMENT PLAN
403b
Assets$12.4M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTMINSTER CANTERBURY OF WINCHESTER INC. EMPLOYEE BENEFITS PLAN
Mixed - QBE INSURANCE
Premiums$1.1M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHENANDOAH VALLEY WESTMINSTER-CANTERBURY 403(B) RETIREMENT PLAN | 403b | $12.4M | 415 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTMINSTER CANTERBURY OF WINCHESTER INC. EMPLOYEE BENEFITS PLAN | Mixed | QBE INSURANCE | $1.1M | 205 | 2025 |
Retirement plans
Welfare plans