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Sponsor portfolioTH

LEARY EDUCATIONAL FOUNDATION, INC.

EIN 54-0885291-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$1.5M premiums
Participants
351
1463 NEW HOPE ROAD - CROSS JUNCTION, VA 22625540-888-3456LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$6.9M - 248 part#501Mixed-$1.5M - 103 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Life$61K
  • Long-term disability$61K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • ANTHEM LIFE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • M3 INSURANCE SOLUTIONS INC78%
  • PARTLOW INSURANCE AGENCY INC22%
Total $38K2 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

LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PROFIT SHARING PLAN

401k

Assets$6.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEARY EDUCATIONAL FOUNDATION INC

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.5M
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PROFIT SHARING PLAN401k$6.9M2482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEARY EDUCATIONAL FOUNDATION INCMixedANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.5M1032025
Retirement plans
Welfare plans
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