PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE MCHENRY MANAGEMENT GROUP, LLC
Sponsor portfolio

THE MCHENRY MANAGEMENT GROUP, LLC

EIN 90-0344957-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$1.3M premiums
Participants
597
600 INDEPENDENCE PARKWAY, SUITE 105 - CHESAPEAKE, VA 23320757-410-0233
Plans on this EIN
2 filings
#001401k-$16.5M - 364 part#501Mixed-$1.3M - 372 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$934K
  • Prescription drug$899K
  • Other$239K
  • Life$190K
  • Long-term disability$190K
  • Dental$141K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • ANTHEM LIFE INSURANCE COMPANY68%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • UNITED CONCORDIA INSURANCE COMPANY10%
  • EYEMED VISION CARE3%
  • HARTFORD LIFE AND ACCIDENT2%
  • +3 more
Total $1.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • RIGGS COUNSELMAN MICHAELS & DOWNES62%
  • AMWINS38%
  • EMPLOYEE BENEFIT SERVICES1%
Total $103K3 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

TMMG 401(K) PLAN

401k

Assets$16.5M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MCHENRY MANAGEMENT GROUP EMPLOYEE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$1.3M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TMMG 401(K) PLAN401k$16.5M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MCHENRY MANAGEMENT GROUP EMPLOYEE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINIA$1.3M3722025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica