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Sponsor portfolioTH

JAMES A. SCOTT & SON, INC.

EIN 54-0372970-insurance-Latest filing 2025
Plans
3
Retirement
2
$266.8M assets
Welfare
1
$767K premiums
Participants
1,434
1301 OLD GRAVES MILL RD - LYNCHBURG, VA 24502434-832-2100LinkedIn201-500 employeesinsurance
Plans on this EIN
3 filings
#001ESOP-$237.4M - 434 part#002401k-$29.4M - 554 part#501Mixed-$767K - 581 lives

Retirement portfolio analytics

2 plans aggregated / $266.8M assets / 988 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EMPLOYEE STOCK OWNERSHIP (#001)89%
  • INC. RETIREMENT Savings (#002)11%
Total $266.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)554
  • EMPLOYEE STOCK OWNERSHIP (#001)434
Total 988Click row to drill in

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
Total $767K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA46%
  • ANTHEM LIFE INSURANCE COMPANY30%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $767K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES A SCOTT & SON INC100%
Total $32K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$237.4M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES A. SCOTT & SON, INC. RETIREMENT SAVINGS PLAN

401k

Assets$29.4M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCOTT INSURANCE FLEXIBLE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA, INC.

Premiums$767K
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$237.4M4342025
002JAMES A. SCOTT & SON, INC. RETIREMENT SAVINGS PLAN401k$29.4M5542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCOTT INSURANCE FLEXIBLE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINIA, INC.$767K5812025
Retirement plans
Welfare plans
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