PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MOUNT VERNON LADIES ASSOCIATION OF THE UNION
Sponsor portfolioTH

MOUNT VERNON LADIES ASSOCIATION OF THE UNION

EIN 54-0564701-Latest filing 2025
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$263K premiums
Participants
1,051
3200 MOUNT VERNON MEMORIAL HIGHWAY - MOUNT VERNON, VA 22121703-799-5081
Plans on this EIN
2 filings
#002403b-$37.4M - 787 part#501Mixed-$263K - 497 lives

Benefits portfolio analytics

1 plan / $263K premiums / 497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$184K
  • Vision$184K
  • Life$79K
  • Long-term disability$79K
Total $263K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • AMERITAS LIFE INSURANCE CORP.70%
  • HARTFORD LIFE AND ACCIDENT30%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $263K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $9K1 slice

Plan deep-dives

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

MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN

403b

Assets$37.4M
Participants787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HEALTH PLAN OF THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION

Mixed - AMERITAS LIFE INSURANCE CORPORATION

Premiums$263K
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOUNT VERNON LADIES' ASSOCIATION OF THE UNION 403(B) PLAN403b$37.4M7872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HEALTH PLAN OF THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNIONMixedAMERITAS LIFE INSURANCE CORPORATION$263K4972025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica