Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
James A. Scott & Son, Inc.
EIN 54-0372970insuranceLatest filing 2025
Plans
3
Retirement
2
$266.8M assets
Health & Benefits
1
$767K premiums
Participants
1,434
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $266.8M assets / 988 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $767K premiums / 581 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$268K
- Dental$232K
- Other$191K
- Long-term disability$174K
- Vision$27K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$237.4M
Participants434
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JAMES A. SCOTT & SON, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$29.4M
Participants554
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SCOTT INSURANCE FLEXIBLE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF VIRGINIA, INC.
Premiums$767K
Covered lives581
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $237.4M | 434 | 2025 |
| #002 | JAMES A. SCOTT & SON, INC. RETIREMENT SAVINGS PLAN | 401(k) | $29.4M | 554 | 2025 |
- #001 · ESOP · 2025434
- #002 · 401(k) · 2025554
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SCOTT INSURANCE FLEXIBLE BENEFITS PLAN | Mixed | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $767K | 581 | 2025 |
- #501 · Mixed · ANTHEM HEALTH PLANS OF VIRGINIA, INC. · 2025581
Retirement plans
Health & Benefits plans