Sponsor portfolio
CHASE BENEFIT ADVISORS
EIN 54-1370499Latest filing 2025
Plans
3
Retirement
1
$4.7M assets
Welfare
2
Participants
19
4801 COX RD, STE 204 - GLEN ALLEN, VA 23060804-270-3701
Plans on this EIN
3 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHASE BENEFIT ADVISORS 401(K) PLAN
401k
Assets$4.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
CHASE BENEFIT ADVISORS 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501
CHASE BENEFIT ADVISORS WHAT BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHASE BENEFIT ADVISORS 401(K) PLAN | 401k | $4.7M | 8 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CHASE BENEFIT ADVISORS 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 501 | CHASE BENEFIT ADVISORS WHAT BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans