Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VA. SOUTH PSYCHIATRIC AND FAMILY SERVICES, P.C.
EIN 54-1115939medical practiceLatest filing 2025
Plans
3
Retirement
2
$22.8M assets
Welfare
1
$1.2M premiums
Participants
222
269 MEDICAL PARK BOULEVARD - PETERSBURG, VA 23805804-861-0700LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $22.8M assets / 78 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 144 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$992K
- Prescription drug$992K
- Other$110K
- Life$89K
- Short-term disability$89K
- Long-term disability$89K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- ANTHEM LIFE INSURANCE COMPANY86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- STARMOUNT LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
84%top
- USI INSURANCE SERVICES LLC84%
- GIS BENEFITS INC10%
- BOON CHAPMAN BENEFIT ADMINISTRATORS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
VA. SOUTH PSYCHIATRIC AND FAMILY SERVICES 401(K) PS PLAN
401k
Assets$21.6M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
VIRGINIA SOUTH PSYCHIATRIC AND FAMILY SERVICES, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VIRGINIA SOUTH PSYCHIATRIC TRTC HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | VA. SOUTH PSYCHIATRIC AND FAMILY SERVICES 401(K) PS PLAN | 401k | $21.6M | 45 | 2025 | |
| 005 | VIRGINIA SOUTH PSYCHIATRIC AND FAMILY SERVICES, P.C. CASH BALANCE PLAN | CashBalance | $1.2M | 33 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VIRGINIA SOUTH PSYCHIATRIC TRTC HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM LIFE INSURANCE COMPANY | $1.2M | 144 | 2025 |
Retirement plans
Welfare plans