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Sponsor portfolio

WORTH HIGGINS & ASSOCIATES INC.

EIN 54-0880197-printing-Latest filing 2025
Plans
3
Retirement
2
$21.0M assets
Welfare
1
$200K premiums
Participants
568
8770 PARK CENTRAL DRIVE - RICHMOND, VA 23227804-264-2304worthhiggins.comLinkedIn51-200 employeesprinting
Plans on this EIN
3 filings
#001401k-$16.0M - 187 part#002ESOP-$5.0M - 219 part#501Mixed-$200K - 177 lives

Retirement portfolio analytics

2 plans aggregated / $21.0M assets / 406 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • 401(K) AND TRUST (#001)76%
  • EMPLOYEE STOCK OWNERSHIP (#002)24%
Total $21.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)219
  • 401(K) AND TRUST (#001)187
Total 406Click row to drill in

Benefits portfolio analytics

1 plan / $200K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$132K
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Dental$68K
  • Vision$3K
Total $200K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • METROPOLITAN LIFE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA34%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $200K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • JAMES A SCOTT & SON INC27%
Total $19K2 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

WHA PLAN FOR LIVING 401(K) AND TRUST

401k

Assets$16.0M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WORTH HIGGINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORTH HIGGINS & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$200K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WHA PLAN FOR LIVING 401(K) AND TRUST401k$16.0M1872024
002WORTH HIGGINS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.0M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORTH HIGGINS & ASSOCIATES, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$200K1772025
Retirement plans
Welfare plans
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