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Sponsor portfolio

LOUISE W. EGGLESTON CENTER, INC.

EIN 54-0602238-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$4.7M assets
Welfare
1
$1.6M premiums
Participants
1,065
5145 E. VIRGINIA BEACH BLVD - NORFOLK, VA 23502787-858-8011
Plans on this EIN
3 filings
#004401k-$3.1M - 585 part#003401k-$1.5M - 148 part#501Fully Insured-$1.6M - 354 lives

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 733 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SPECIAL RETIREMENT PLAN (#004)67%
  • EGGLESTON SERVICES 401(K) (#003)33%
Total $4.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
67%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY67%
  • AMERICAN FUNDS33%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIAL RETIREMENT PLAN (#004)585
  • EGGLESTON SERVICES 401(K) (#003)148
Total 733Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$66K
  • Long-term disability$66K
  • Vision$18K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SENTARA HEALTH PLAN95%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • AMERITAS LIFE INSURANCE CORP.1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MARSH & MCLENNAN AGENCY LLC64%
  • MICHAELS & DOWNES, INC.29%
  • RCD&D INC.5%
  • RCM&D INC.1%
  • THE BENEFIT COMPANY INC0%
Total $35K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

EGGLESTON SPECIAL RETIREMENT PLAN

401k

Assets$3.1M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EGGLESTON SERVICES 401(K) PLAN

401k

Assets$1.5M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOUISE W EGGLESTON CENTER HEALTH & WELFARE BENEFIT PLAN

Fully Insured - SENTARA HEALTH PLANS

Premiums$1.6M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004EGGLESTON SPECIAL RETIREMENT PLAN401k$3.1M5852024
003EGGLESTON SERVICES 401(K) PLAN401k$1.5M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOUISE W EGGLESTON CENTER HEALTH & WELFARE BENEFIT PLANFully InsuredSENTARA HEALTH PLANS$1.6M3542024
Retirement plans
Welfare plans
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