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Sponsor portfolio

THIRD SECURITY, LLC

EIN 54-1923091-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$1.5M premiums
Participants
368
1881 GROVE AVENUE - RADFORD, VA 24141540-633-7922
Plans on this EIN
2 filings
#001401k-$18.5M - 221 part#501Fully Insured-$1.5M - 228 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$110K
  • Vision$110K
  • Life$85K
  • Other$75K
  • Long-term disability$48K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • ANTHEM LIFE INSURANCE COMPANY83%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • AMERITAS LIFE INSURANCE CORP.7%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MCGRIFF INSURANCE SERVICES INC50%
  • HOME OFFICE TPA PAYS COMMISSION24%
  • MARSH & MCLENNAN AGENCY LLC16%
  • GIS BENEFITS INC10%
Total $68K4 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

THIRD SECURITY, LLC 401(K) PLAN

401k

Assets$18.5M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THIRD SECURITY, LLC HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.5M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THIRD SECURITY, LLC 401(K) PLAN401k$18.5M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THIRD SECURITY, LLC HEALTH AND WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.5M2282025
Retirement plans
Welfare plans
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