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Sponsor portfolio

BALZER & ASSOCIATES INC.

EIN 54-0837195-architecture & planning-Latest filing 2024
Plans
3
Retirement
2
$29.3M assets
Welfare
1
$1.4M premiums
Participants
364
1208 CORPORATE CIRCLE SW - ROANOKE, VA 24018540-772-9580balzer.ccLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$14.7M - 128 part#002401k-$14.6M - 101 part#503Fully Insured-$1.4M - 288 lives

Retirement portfolio analytics

2 plans aggregated / $29.3M assets / 229 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PROFIT SHARING PLAN (#001)50%
  • PROFIT SHARING PLAN (#002)50%
Total $29.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)128
  • PROFIT SHARING PLAN (#002)101
Total 229Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 288 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$106K
  • Vision$106K
  • Life$25K
  • Long-term disability$23K
  • Short-term disability$20K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SENTARA HEALTH PLAN87%
  • AMERITAS LIFE INSURANCE CORP.8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BALZER & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$14.7M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BALZER & ASSOCIATES RICHMOND 401(K) PROFIT SHARING PLAN

401k

Assets$14.6M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BALZER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - SENTARA HEALTH PLAN

Premiums$1.4M
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BALZER & ASSOCIATES 401(K) PROFIT SHARING PLAN401k$14.7M1282024
002BALZER & ASSOCIATES RICHMOND 401(K) PROFIT SHARING PLAN401k$14.6M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BALZER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLANFully InsuredSENTARA HEALTH PLAN$1.4M2882024
Retirement plans
Welfare plans
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