Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Other$396K
- Dental$282K
- Vision$282K
- Life$240K
- +2 more
Sponsor portfolio
FRIENDSHIP FOUNDATION
EIN 54-1427948Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$4.3M premiums
Participants
2,522
367 HERSHBERGER ROAD - ROANOKE, VA 24012540-265-2149
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 1,306 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- AETNA LIFE INSURANCE COMPANY87%
- COMPANION LIFE INSURANCE COMPANY4%
- ANTHEM LIFE INSURANCE COMPANY3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- BOSTON MUTUAL LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
67%top
- BENEFICIAL ASSOCIATES, INC.67%
- ACCRETIVE ENROLLMENT SERVICES LLC15%
- USI INSURANCE SERVICES LLC15%
- LARRY W OWEN2%
- MELVIN R JONES0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FRIENDSHIP FOUNDATION 401(K) PLAN
401k
Assets$17.5M
Participants1,216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRIENDSHIP FOUNDATION HEALTH, DIS INCOME, AND LIFE INS
Fully Insured - AETNA HEALTH, INC.
Premiums$4.3M
Covered lives1,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRIENDSHIP FOUNDATION 401(K) PLAN | 401k | $17.5M | 1,216 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRIENDSHIP FOUNDATION HEALTH, DIS INCOME, AND LIFE INS | Fully Insured | AETNA HEALTH, INC. | $4.3M | 1,306 | 2025 |
Retirement plans
Welfare plans