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Sponsor portfolio

JAMES RIVER EQUIPMENT

EIN 54-2016503-Latest filing 2025
Plans
2
Retirement
1
$181.7M assets
Welfare
1
$2.4M premiums
Participants
3,848
11047 LEADBETTER ROAD - ASHLAND, VA 23005804-798-6001
Plans on this EIN
2 filings
#002401k-$181.7M - 2,349 part#501Mixed-$2.4M - 1,497 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Other$448K
  • Life$220K
  • Long-term disability$191K
Total $2.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • ANTHEM LIFE INSURANCE COMPANY73%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • AFLAC9%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • LINDA E BARTON54%
  • CHRISTOPHER D LACKS4%
  • JOSHUA C BURTON3%
  • ROBERT A ROBERTSON3%
  • BROWN & BROWN INSURANCE SERVICES3%
  • +3 more
Total $27K8 slices

Plan deep-dives

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

JRE & 4R EMPLOYEE RETIREMENT PLAN

401k

Assets$181.7M
Participants2,349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES RIVER EQUIPMENT EMPLOYEE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINA DBA ANTHEM BCBS

Premiums$2.4M
Covered lives1,497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JRE & 4R EMPLOYEE RETIREMENT PLAN401k$181.7M2,3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES RIVER EQUIPMENT EMPLOYEE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINA DBA ANTHEM BCBS$2.4M1,4972025
Retirement plans
Welfare plans
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