Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$137K
- Dental$112K
- Other$77K
- Short-term disability$75K
- Life$73K
- Long-term disability$44K
Sponsor portfolio
PATIENT ADVOCATE FOUNDATION
EIN 54-1806317non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$406K premiums
Participants
483
421 BUTLER FARM ROAD - HAMPTON, VA 23666757-952-1363patientadvocate.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $406K premiums / 324 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA49%
- ANTHEM LIFE INSURANCE COMPANY28%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN6%
- AFLAC4%
Broker market share
Schedule A broker compensation
65%top
- MARSH & MCLENNAN AGENCY LLC65%
- THE BENEFIT COMPANY INC30%
- BENEFIT COMPANY, INC. (THE)4%
- TRION GROUP, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PAF 401(K) PLAN
401k
Assets$17.6M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PATIENT ADVOCATE FOUNDATION HEALTH AND WELFARE WRAP PLAN
Mixed - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605)
Premiums$406K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PAF 401(K) PLAN | 401k | $17.6M | 247 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PATIENT ADVOCATE FOUNDATION HEALTH AND WELFARE WRAP PLAN | Mixed | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) | $406K | 324 | 2025 |
Retirement plans
Welfare plans