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Sponsor portfolio

CROSSROADS COMMUNITY SERVICES BOARD

EIN 54-0988560-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$14.6M assets
Welfare
1
$2.7M premiums
Participants
703
60 BUSH RIVER DRIVE P.O. DRAWER 248 - FARMVILLE, VA 239010248434-392-7049crossroadscsb.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$8.6M - 208 part#002403b-$6.0M - 220 part#546Fully Insured-$2.7M - 275 lives

Retirement portfolio analytics

2 plans aggregated / $14.6M assets / 428 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#001)59%
  • TAX DEFERRED Savings (#002)41%
Total $14.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX DEFERRED Savings (#002)220
  • PROFIT SHARING PLAN (#001)208
Total 428Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Life$259K
  • Short-term disability$259K
  • Long-term disability$259K
  • Dental$79K
  • Vision$16K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA3%
  • STRYDEN, INC.1%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SPHERIENT ADVISORS LLC100%
Total $108K1 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

CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

ProfitSharing

Assets$8.6M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN

403b

Assets$6.0M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#546

CCSB - CAFETERIA PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLANProfitSharing$8.6M2082025
002CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN403b$6.0M2202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
546CCSB - CAFETERIA PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M2752025
Retirement plans
Welfare plans
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