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Sponsor portfolio

COVENANT WOODS

EIN 54-0524902-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$742K premiums
Participants
561
7090 COVENANT WOODS DRIVE - MECHANICSVILLE, VA 23111804-569-8005covenantwoods.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$10.4M - 379 part#501Mixed-$742K - 301 lives

Benefits portfolio analytics

1 plan / $742K premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$557K
  • Other$175K
  • Life$167K
  • Short-term disability$167K
  • Long-term disability$167K
  • Vision$18K
Total $742K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • QBE INSURANCE75%
  • HARTFORD LIFE AND ACCIDENT23%
  • VISION SERVICE PLAN1%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $742K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • JAMES A SCOTT & SON INC85%
  • WATCHTOWER BENEFITS, LLC8%
  • SCOTT INSURANCE7%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $31K4 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

COVENANT WOODS 403B RETIREMENT SAVINGS PLAN

403b

Assets$10.4M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COVENANT WOODS HEALTH AND WELFARE PLAN

Mixed - QBE INSURANCE

Premiums$742K
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COVENANT WOODS 403B RETIREMENT SAVINGS PLAN403b$10.4M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COVENANT WOODS HEALTH AND WELFARE PLANMixedQBE INSURANCE$742K3012025
Retirement plans
Welfare plans
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