PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ATLANTIC UNION BANKSHARES CORPORATION
Sponsor portfolioTH

ATLANTIC UNION BANKSHARES CORPORATION

EIN 54-1598552-banking-Latest filing 2024
Plans
2
Retirement
1
$300.7M assets
Welfare
1
$2.0M premiums
Participants
3,927
4300 COX ROAD - GLEN ALLEN, VA 23060804-632-2103atlanticunionbank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
2 filings
#002401k-$300.7M - 1,989 part#504Mixed-$2.0M - 2,103 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$763K
  • Long-term disability$552K
  • Other$419K
  • Vision$311K
  • Health$299K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • SECURIAN LIFE INSURANCE COMPANY39%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY27%
  • VISION SERVICE PLAN15%
  • AFLAC15%
  • ARAG INSURANCE COMPANY3%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $368K1 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
Participants1,989
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$2.0M
Covered lives2,103
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$300.7M1,9892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ATLANTIC UNION BANK WRAP BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$2.0M2,1032024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica