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Sponsor portfolioTH

ATLANTIC UNION BANKSHARES CORPORATION

EIN 54-1598552-banking-Latest filing 2025
Plans
2
Retirement
1
$300.7M assets
Welfare
1
$3.4M premiums
Participants
6,409
4300 COX ROAD - GLEN ALLEN, VA 23060804-632-2103atlanticunionbank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
2 filings
#002401k-$300.7M - 3,385 part#504Mixed-$3.4M - 7,363 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 7,363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.1M
  • Long-term disability$990K
  • Vision$457K
Total $3.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • SECURIAN LIFE INSURANCE COMPANY34%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY29%
  • AFLAC14%
  • VISION SERVICE PLAN13%
  • SPRING HEALTH7%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $467K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ATLANTIC UNION BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$300.7M
Participants3,385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ATLANTIC UNION BANK WRAP BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives7,363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ATLANTIC UNION BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN401k$300.7M3,3852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ATLANTIC UNION BANK WRAP BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$3.4M7,3632025
Retirement plans
Welfare plans
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