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Sponsor portfolio

WHITTEN BROTHERS 401(K) PLAN

EIN 54-0434780-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$881K premiums
Participants
208
10701 MIDLOTHIAN TPKE - NORTH CHESTERFIELD, VA 23235804-423-6210
Plans on this EIN
2 filings
#001401k-$4.1M - 128 part#505Mixed-$881K - 85 lives

Benefits portfolio analytics

1 plan / $881K premiums / 85 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$824K
  • Life$185K
  • Short-term disability$185K
  • Long-term disability$185K
  • Dental$57K
  • Vision$57K
Total $881K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • SENTARA HEALTH PLAN73%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • AMERITAS LIFE INSURANCE CORP.6%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $881K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HILB GROUP OF NEW ENGLAND87%
  • NATIONAL ENROLLMENT PARTNERS LLC8%
  • THE FRIEDEN AGENCY INC3%
  • MATTEW E VAHUE2%
Total $113K4 slices

Plan deep-dives

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

WHITTEN BROTHERS 401(K) PLAN

401k

Assets$4.1M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WHITTEN BROS. AUTOMOTIVE WELFARE BENEFIT PLAN

Mixed - SENTARA HEALTH PLANS INC

Premiums$881K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITTEN BROTHERS 401(K) PLAN401k$4.1M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WHITTEN BROS. AUTOMOTIVE WELFARE BENEFIT PLANMixedSENTARA HEALTH PLANS INC$881K852025
Retirement plans
Welfare plans
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