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Sponsor portfolio

STRATEGIC RESOURCES, INC.

EIN 54-1526169-management consulting-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.4M premiums
Participants
954
8300 BOONE BOULEVARD, SUITE 500 - VIENNA, VA 22182703-749-3040sri-hq.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$4.3M - 659 part#501Fully Insured-$1.4M - 694 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 694 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$337K
  • Vision$337K
  • Life$337K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • ANTHEM LIFE INSURANCE COMPANY75%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • BOON CHAPMAN BENEFIT ADMINISTRATORS61%
  • EMPLOYEE BENEFITS CORP OF AMERICA29%
  • GIS BENEFITS INC6%
  • BROWN & BROWN INSURANCE SERVICES4%
  • MARK S METTILLE1%
Total $105K5 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

STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants659
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRATEGIC RESOURCES, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.4M
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN401k$4.3M6592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRATEGIC RESOURCES, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.4M6942025
Retirement plans
Welfare plans
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