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Sponsor portfolioTH

KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION

EIN 54-1186543-Latest filing 2025
Plans
2
Retirement
1
$195.6M assets
Welfare
1
$2.4M premiums
Participants
483
150 WEST MAIN STREET, SUITE 2100 - NORFOLK, VA 23510757-624-3004
Plans on this EIN
2 filings
#001401k-$195.6M - 281 part#502Mixed-$2.4M - 330 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Health$1.9M
  • Life$338K
  • Long-term disability$338K
  • Dental$123K
  • Vision$23K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • SENTARA HEALTH PLAN51%
  • SHIC PPO27%
  • HARTFORD LIFE AND ACCIDENT14%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • TFA BENEFITS55%
  • THE FRIEDEN AGENCY INC38%
  • TOWNE INSURANCE AGENCY LLC8%
Total $86K3 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

KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

401k

Assets$195.6M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KAUFMAN & CANOLES EMPLOYEE BENEFITS PLAN

Mixed - SENTARA ADVANTAGE POS/MC

Premiums$2.4M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN401k$195.6M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KAUFMAN & CANOLES EMPLOYEE BENEFITS PLANMixedSENTARA ADVANTAGE POS/MC$2.4M3302025
Retirement plans
Welfare plans
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