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Sponsor portfolio

ST. MARY'S HOME FOR DISABLED CHILDREN, INC.

EIN 54-0505952-Other Services (except Public Administration)-Latest filing 2024
Plans
3
Retirement
2
$34.4M assets
Welfare
1
$688K premiums
Participants
1,155
6171 KEMPSVILLE CIRCLE - NORFOLK, VA 235023930757-446-6783
Plans on this EIN
3 filings
#001TraditionalDB-$26.7M - 453 part#002403b-$7.7M - 462 part#501Mixed-$688K - 231 lives

Retirement portfolio analytics

2 plans aggregated / $34.4M assets / 915 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CHILDREN RETIREMENT PLAN (#001)78%
  • SUPPLEMENTAL RETIREMENT PLAN (#002)22%
Total $34.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • LINCOLN NATIONAL CORPORATION22%
Total $34.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL RETIREMENT PLAN (#002)462
  • CHILDREN RETIREMENT PLAN (#001)453
Total 915Click row to drill in

Benefits portfolio analytics

1 plan / $688K premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$539K
  • Prescription drug$539K
  • Other$137K
  • Life$130K
  • Long-term disability$130K
  • Vision$12K
Total $688K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SENTRA HEALTH PLANS78%
  • HARTFORD LIFE AND ACCIDENT19%
  • EYEMED VISION CARE2%
  • SENTARA HEALTH PLAN1%
Total $688K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $78K1 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

ST. MARY'S HOME FOR DISABLED CHILDREN RETIREMENT PLAN

TraditionalDB

Assets$26.7M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN

403b

Assets$7.7M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. MARY'S HOME FOR DISABLED CHILDREN HEALTH AND WELFARE PLAN

Mixed - SENTRA HEALTH PLANS

Premiums$688K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ST. MARY'S HOME FOR DISABLED CHILDREN RETIREMENT PLANTraditionalDB$26.7M4532024
002ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN403b$7.7M4622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. MARY'S HOME FOR DISABLED CHILDREN HEALTH AND WELFARE PLANMixedSENTRA HEALTH PLANS$688K2312024
Retirement plans
Welfare plans
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