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Sponsor portfolioTH

REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE

EIN 81-4446403-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$88.0M assets
Welfare
1
$771K premiums
Participants
1,825
2000 WILKES RIDGE DRIVE - RICHMOND, VA 23233804-342-4300
Plans on this EIN
2 filings
#002403b-$88.0M - 1,171 part#501Mixed-$771K - 654 lives

Benefits portfolio analytics

1 plan / $771K premiums / 654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$703K
  • Life$503K
  • Short-term disability$503K
  • Long-term disability$503K
  • Vision$68K
Total $771K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY65%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • VISION SERVICE PLAN9%
Total $771K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ERIS VENTURES LLC53%
  • USI INSURANCE SERVICES LLC28%
  • JS BENEFITS SOLUTIONS INC5%
  • GIS BENEFITS INC5%
  • MJ INSURANCE3%
  • +3 more
Total $195K8 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

SHELTERING ARMS 403(B) RETIREMENT PLAN

403b

Assets$88.0M
Participants1,171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELTERING ARMS MEDICAL PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$771K
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHELTERING ARMS 403(B) RETIREMENT PLAN403b$88.0M1,1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELTERING ARMS MEDICAL PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$771K6542025
Retirement plans
Welfare plans
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