Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$239K
- Dental$37K
- Life$33K
- Short-term disability$33K
- Other$33K
- Vision$11K
- +1 more
Filings through .
The Gerard Group, Inc.
EIN 83-4027721Retail TradeLatest filing 2025
Plans
3
Retirement
1
$1.1M assets
Health & Benefits
2
$320K premiums
Participants
350
322 W. MAIN STREET - WAKEFIELD, VA 23888757-899-6213
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $320K premiums / 96 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE GERARD GROUP, INC. TA VIRGINIA DINER 401(K) PLAN
401(k)
Assets$1.1M
Participants298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE GERARD GROUP WELFARE BENEFIT PLAN
Fully insured - SENTARA HEALTH PLANS, INC.
Premiums$320K
Covered lives96
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE GERARD GROUP, INC. DBA VIRGINIA DINER HEALTH AND WELFARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE GERARD GROUP, INC. TA VIRGINIA DINER 401(K) PLAN | 401(k) | $1.1M | 298 | 2025 |
- #001 · 401(k) · 2025298
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE GERARD GROUP WELFARE BENEFIT PLAN | Fully insured | SENTARA HEALTH PLANS, INC. | $320K | 96 | 2025 |
| #501 | THE GERARD GROUP, INC. DBA VIRGINIA DINER HEALTH AND WELFARE PLAN | Self-funded | - | $0 | 0 | 2024 |
- #502 · Fully insured · SENTARA HEALTH PLANS, INC. · 202596
- #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans