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Sponsor portfolio

CONTROLS CORPORATION OF AMERICA

EIN 54-1399467-Latest filing 2025
Plans
3
Retirement
1
$9.8M assets
Welfare
2
$1.2M premiums
Participants
330
1501 HARPERS RD - VIRGINIA BEACH, VA 234545303757-422-8330
Plans on this EIN
3 filings
#001401k-$9.8M - 136 part#503Fully Insured-$1.0M - 127 lives#501Fully Insured-$149K - 97 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$918K
  • Vision$912K
  • Life$149K
  • Short-term disability$149K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • ANTHEM LIFE INSURANCE COMPANY78%
  • HARTFORD LIFE AND ACCIDENT11%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
  • KANSAS CITY LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • THE FRIEDEN AGENCY INC51%
  • BRUCE J MEYER45%
  • MATTHEW E VAHUE4%
Total $46K3 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

CONCOA RETIREMENT SAVINGS PLAN

401k

Assets$9.8M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HEALTH INSURANCE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$1.0M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BASIC LIFE, SUPP LIFE, ACC DEATH AND DISMEMB, AND SHORT TERM DISABILITY

Fully Insured - THE HARTFORD

Premiums$149K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCOA RETIREMENT SAVINGS PLAN401k$9.8M1362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HEALTH INSURANCE PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA$1.0M1272025
501BASIC LIFE, SUPP LIFE, ACC DEATH AND DISMEMB, AND SHORT TERM DISABILITYFully InsuredTHE HARTFORD$149K972025
Retirement plans
Welfare plans
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