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Sponsor portfolio

SERVICE TRANSFER, INC.

EIN 54-0858767-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$2.5M premiums
Participants
303
4101 WILCOX STREET - CHESAPEAKE, VA 23324757-543-7800servicetransfer.netLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$1.3M - 60 part#507Fully Insured-$2.5M - 246 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$2.3M
  • Life$111K
  • Other$99K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • AFLAC4%
  • STANDARD INSURANCE COMPANY1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THE FRIEDEN AGENCY INC92%
  • TIFFANY GODLEY SMITH7%
  • ANDREW JOHNSON0%
  • GLENN E SMITH0%
  • KARI F MARION0%
  • +3 more
Total $82K8 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

SERVICE TRANSFER, INC. 401K PLAN

401k

Assets$1.3M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SERVICE TRANSFER, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$2.5M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SERVICE TRANSFER, INC. 401K PLAN401k$1.3M602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SERVICE TRANSFER, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA$2.5M2462024
Retirement plans
Welfare plans
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