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Sponsor portfolioTH

SUNNYSIDE PRESBYTERIAN HOME

EIN 54-0591600-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$333K premiums
Participants
1,155
600 UNIVERSITY BLVD, SUITE L - HARRISONBURG, VA 22801540-568-8600
Plans on this EIN
2 filings
#001401k-$18.0M - 750 part#506Mixed-$333K - 576 lives

Benefits portfolio analytics

1 plan / $333K premiums / 576 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$298K
  • Life$242K
  • Short-term disability$242K
  • Long-term disability$242K
  • Vision$35K
Total $333K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HARTFORD LIFE AND ACCIDENT73%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY17%
  • AMERITAS LIFE INSURANCE CORP.10%
Total $333K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MARSH & MCLENNAN AGENCY LLC67%
  • BISHOP LONA23%
  • MCGRIFF INSURANCE SERVICES INC10%
  • MARK WARE1%
Total $39K4 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

SUNNYSIDE 401(K) AND RETIREMENT PLAN

401k

Assets$18.0M
Participants750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SUNNYSIDE PRESBYTERIAN HOME HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$333K
Covered lives576
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNNYSIDE 401(K) AND RETIREMENT PLAN401k$18.0M7502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SUNNYSIDE PRESBYTERIAN HOME HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$333K5762025
Retirement plans
Welfare plans
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