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Sponsor portfolioTH

NORFOLK ACADEMY

EIN 54-0551901-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$61.1M assets
Welfare
1
$257K premiums
Participants
605
1585 WESLEYAN DRIVE - NORFOLK, VA 235025591757-461-6236
Plans on this EIN
2 filings
#002403b-$61.1M - 422 part#501Mixed-$257K - 207 lives

Benefits portfolio analytics

1 plan / $257K premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Dental$226K
  • Vision$226K
  • Life$226K
  • Long-term disability$226K
Total $257K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA88%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
Total $257K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MID-STATE INSURANCE AGENCY INC77%
  • YVONNE M. MILLS12%
  • BOWLES ASSOC INC6%
  • JAMES E. PERKINS5%
Total $27K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN

403b

Assets$61.1M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORFOLK ACADEMY FLEXIBLE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$257K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN403b$61.1M4222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORFOLK ACADEMY FLEXIBLE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$257K2072025
Retirement plans
Welfare plans
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