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Sponsor portfolio

WILLCOX & SAVAGE, P.C.

EIN 54-0976999-law practice-Latest filing 2025
Plans
3
Retirement
2
$98.3M assets
Welfare
1
$1.9M premiums
Participants
298
440 MONTICELLO AVENUE, SUITE 2200 - NORFOLK, VA 23510757-628-5500willcoxsavage.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$93.0M - 137 part#002401k-$5.3M - 43 part#503Fully Insured-$1.9M - 213 lives

Retirement portfolio analytics

2 plans aggregated / $98.3M assets / 180 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT-SHARING RETIREMENT PLAN (#001)95%
  • P.C. ASSOCIATES 401(K) (#002)5%
Total $98.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT-SHARING RETIREMENT PLAN (#001)137
  • P.C. ASSOCIATES 401(K) (#002)43
Total 180Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$237K
  • Short-term disability$237K
  • Long-term disability$237K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SHIC PPO54%
  • SENTARA HEALTH PLAN27%
  • STANDARD INSURANCE COMPANY13%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • USI INSURANCE SERVICES LLC84%
  • CHARLES SPENCE16%
Total $59K2 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

WILLCOX & SAVAGE, P.C. PROFIT-SHARING RETIREMENT PLAN

401k

Assets$93.0M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLCOX & SAVAGE, P.C. ASSOCIATES 401(K) PLAN

401k

Assets$5.3M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WILLCOX & SAVAGE P.C. HEALTH AND WELFARE PLAN/FLEXIBLE BENEFITS PLAN

Fully Insured - SHIC PPO

Premiums$1.9M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLCOX & SAVAGE, P.C. PROFIT-SHARING RETIREMENT PLAN401k$93.0M1372025
002WILLCOX & SAVAGE, P.C. ASSOCIATES 401(K) PLAN401k$5.3M432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WILLCOX & SAVAGE P.C. HEALTH AND WELFARE PLAN/FLEXIBLE BENEFITS PLANFully InsuredSHIC PPO$1.9M2132025
Retirement plans
Welfare plans
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