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Sponsor portfolio

CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, DBA THE UP CENTER

EIN 54-0674774-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$901K premiums
Participants
300
580 MAIN STREET, SUITE 400 - NORFOLK, VA 23510757-622-7017
Plans on this EIN
2 filings
#003401k-$4.9M - 211 part#501Fully Insured-$901K - 118 lives

Benefits portfolio analytics

1 plan / $901K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$775K
  • Prescription drug$775K
  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
  • +2 more
Total $901K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SENTARA HEALTH PLAN86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • MEDICAL MUTUAL0%
  • OPTIMA HEALTH PLAN0%
Total $901K5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • ASSUREDPARTNERS7%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

403(B) THRIFT PLAN FOR EMPLOYEES OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.

401k

Assets$4.9M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, DBA THE UP CENTER

Fully Insured - SENTARA HEALTH PLAN

Premiums$901K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN FOR EMPLOYEES OF CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, INC.401k$4.9M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHILD AND FAMILY SERVICES OF EASTERN VIRGINIA, DBA THE UP CENTERFully InsuredSENTARA HEALTH PLAN$901K1182025
Retirement plans
Welfare plans
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