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Sponsor portfolio

GENTRY LOCKE RAKES & MOORE LLP

EIN 54-0540718-Latest filing 2025
Plans
4
Retirement
1
$47.9M assets
Welfare
3
$204K premiums
Participants
485
PO BOX 40013 - ROANOKE, VA 24022540-983-9300
Plans on this EIN
4 filings
#001401k-$47.9M - 205 part#502Fully Insured-$116K - 159 lives#501Mixed-$88K - 208 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $204K premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$116K
  • Long-term disability$116K
  • Other$116K
  • Dental$74K
  • Vision$14K
Total $204K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA57%
  • DELTA DENTAL OF CALIFORNIA36%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • HARTFORD LIFE AND ACCIDENT0%
Total $204K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • JAMES A SCOTT & SON INC97%
  • WATCHTOWER TECHNOLOGIES INC2%
  • WATCHTOWER BENEFITS, LLC1%
Total $37K3 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

GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$47.9M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GENTRY LOCKE RAKES & MOORE LLP INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$116K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GENTRY LOCKE RAKES & MOORE LLP FLEXIBLE BENEFIT PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$88K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GENTRY LOCKE RAKES & MOORE LLP FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN401k$47.9M2052024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GENTRY LOCKE RAKES & MOORE LLP INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$116K1592025
501GENTRY LOCKE RAKES & MOORE LLP FLEXIBLE BENEFIT PLANMixedDELTA DENTAL OF VIRGINIA$88K2082025
503GENTRY LOCKE RAKES & MOORE LLP FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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