Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOAR365
EIN 54-0629691individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$8.2M assets
Welfare
1
$1.2M premiums
Participants
709
3600 SAUNDERS AVENUE - RICHMOND, VA 23227804-665-1230soar365.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 558 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- THE VANGUARD GROUP, INC.94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 156 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$132K
- Life$106K
- Short-term disability$100K
- Long-term disability$100K
- Vision$10K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- SENTARA HEALTH PLAN89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- ANTHEM LIFE INSURANCE COMPANY2%
- AMERITAS LIFE INSURANCE CORP.1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
92%top
- MARSH & MCLENNAN AGENCY LLC92%
- MCGRIFF INSURANCE SERVICES INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SOAR365 RETIREMENT PLAN 403(B)
403b
Assets$7.7M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOAR365 SCA RETIREMENT PLAN 401(A)
ProfitSharing
Assets$486K
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SOAR 365 HEALTH AND WELFARE PLAN
Mixed - SENTARA ADVANTAGE
Premiums$1.2M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SOAR365 RETIREMENT PLAN 403(B) | 403b | $7.7M | 452 | 2024 | |
| 003 | SOAR365 SCA RETIREMENT PLAN 401(A) | ProfitSharing | $486K | 106 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SOAR 365 HEALTH AND WELFARE PLAN | Mixed | SENTARA ADVANTAGE | $1.2M | 156 | 2025 |
Retirement plans
Welfare plans