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Sponsor portfolio

ATLANTIC BAY MORTGAGE GROUP, LLC

EIN 54-1822116-financial services-Latest filing 2025
Plans
2
Retirement
1
$78.7M assets
Welfare
1
$1.3M premiums
Participants
1,548
600 LYNNHAVEN PARKWAY, SUITE 100 - VIRGINIA BEACH, VA 23452757-213-1680atlanticbay.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$78.7M - 918 part#501Mixed-$1.3M - 1,352 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$697K
  • Life$669K
  • Short-term disability$669K
  • Long-term disability$669K
  • Dental$562K
  • Vision$68K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • VISION SERVICE PLAN5%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • GCG FINANCIAL LLC66%
  • USI INSURANCE SERVICES LLC32%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
Total $177K3 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

ATLANTIC BAY MORTGAGE GROUP 401(K) PLAN

401k

Assets$78.7M
Participants918
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLANTIC BAY MORTGAGE GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives1,352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIC BAY MORTGAGE GROUP 401(K) PLAN401k$78.7M9182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLANTIC BAY MORTGAGE GROUP, LLC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M1,3522025
Retirement plans
Welfare plans
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