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Sponsor portfolio

RAPPAHANNOCK WESTMINSTER-CANTERBURY, INC.

EIN 54-1150148-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$613K premiums
Participants
403
132 LANCASTER DRIVE - IRVINGTON, VA 22480804-438-4006
Plans on this EIN
2 filings
#001401k-$9.2M - 284 part#504Mixed-$613K - 157 lives

Benefits portfolio analytics

1 plan / $613K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$411K
  • Other$191K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Vision$69K
  • +1 more
Total $613K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • QBE INSURANCE67%
  • HARTFORD LIFE AND ACCIDENT22%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $613K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • JAMES A SCOTT & SON INC98%
  • THREEFLOW2%
Total $65K2 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

RAPPAHANNOCK WESTMINSTER-CANTERBURY RETIREMENT PLAN

401k

Assets$9.2M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

RAPPAHANNOCK WESTMINSTER CANTERBURY EMPLOYEE BENEFITS PLAN

Mixed - QBE INSURANCE

Premiums$613K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RAPPAHANNOCK WESTMINSTER-CANTERBURY RETIREMENT PLAN401k$9.2M2842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504RAPPAHANNOCK WESTMINSTER CANTERBURY EMPLOYEE BENEFITS PLANMixedQBE INSURANCE$613K1572025
Retirement plans
Welfare plans
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