PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BUCHANAN & EDWARDS, INC.
Sponsor portfolioTH

BUCHANAN & EDWARDS, INC.

EIN 52-2046626-restaurants-Latest filing 2025
Plans
5
Retirement
1
$34.3M assets
Welfare
4
$1.8M premiums
Participants
1,257
8200 GREENSBORO DRIVE, SUITE 1100 - MCLEAN, VA 22102703-535-5511LinkedIn1-10 employeesrestaurants
Plans on this EIN
5 filings
#002401k-$34.3M - 313 part#502Fully Insured-$832K - 824 lives#503Fully Insured-$821K - 861 lives#501Mixed-$82K - 465 lives#505Fully Insured-$49K - 113 lives

Benefits portfolio analytics

4 plans / $1.8M premiums / 2,263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$902K
  • Dental$771K
  • Life$771K
  • Short-term disability$771K
  • Long-term disability$771K
  • Vision$49K
Total $952K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • METROPOLITAN LIFE INSURANCE COMPANY86%
  • AETNA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN5%
Total $952K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • DIGITAL INSURANCE LLC2%
Total $85K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BUCHANAN & EDWARDS 401(K) PLAN

401k

Assets$34.3M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BUCHANAN & EDWARDS DENTAL VISION LIFE AND DISABILITY PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$832K
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BUCHANAN & EDWARDS DENTAL VISION LIFE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$821K
Covered lives861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BUCHANAN & EDWARDS HEALTH PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$82K
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BUCHANAN & EDWARDS LEGAL PLAN

Fully Insured - LEGAL RESOURCE

Premiums$49K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BUCHANAN & EDWARDS 401(K) PLAN401k$34.3M3132025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BUCHANAN & EDWARDS DENTAL VISION LIFE AND DISABILITY PLANFully InsuredAETNA LIFE INSURANCE COMPANY$832K8242024
503BUCHANAN & EDWARDS DENTAL VISION LIFE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$821K8612025
501BUCHANAN & EDWARDS HEALTH PLANMixedAETNA LIFE INSURANCE CO.$82K4652025
505BUCHANAN & EDWARDS LEGAL PLANFully InsuredLEGAL RESOURCE$49K1132025
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