Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Other$95K
- Dental$89K
- Life$66K
- Long-term disability$51K
- Vision$8K
Sponsor portfolioTH
THOMAS JEFFERSON FOUNDATION
EIN 54-0505959museums and institutionsLatest filing 2025
Plans
2
Retirement
1
$29.2M assets
Welfare
1
$1.7M premiums
Participants
700
931 THOMAS JEFFERSON PARKWAY - CHARLOTTESVILLE, VA 22902434-984-9862monticello.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- SENTARA HEALTH PLAN86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA5%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
78%top
- JAMES A SCOTT & SON INC78%
- WATCHTOWER BENEFITS, LLC10%
- WATCHTOWER TECHNOLOGIES INC10%
- THREEFLOW1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THOMAS JEFFERSON FOUNDATION, INC 401(K) PLAN
401k
Assets$29.2M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THOMAS JEFFERSON FOUNDATION EMPLOYEE BENEFITS PLAN
Fully Insured - SENTARA ADVANTAGE POS M/C
Premiums$1.7M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THOMAS JEFFERSON FOUNDATION, INC 401(K) PLAN | 401k | $29.2M | 484 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THOMAS JEFFERSON FOUNDATION EMPLOYEE BENEFITS PLAN | Fully Insured | SENTARA ADVANTAGE POS M/C | $1.7M | 212 | 2025 |
Retirement plans
Welfare plans