# WILLCOX & SAVAGE P.C. HEALTH AND WELFARE PLAN/FLEXIBLE BENEFITS PLAN

Health and welfare plan sponsored by **WILLCOX & SAVAGE, P.C.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | WILLCOX & SAVAGE, P.C. |
| EIN | 540976999 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | NORFOLK, VA |
| Industry | law practice |
| Funding | fully insured |
| Total premiums | $1.9M |
| Participants | 118 |
| Persons covered | 213 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SHIC PPO | Health, Rx, PPO, Other |
| SENTARA ADVANTAGE POS M/C | Health, Rx, Other |
| STANDARD INSURANCE COMPANY | Life, STD, LTD, Other |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | SHIC PPO |
| USI INSURANCE SERVICES LLC | SENTARA ADVANTAGE POS M/C |
| CHARLES SPENCE | STANDARD INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | UNITED CONCORDIA INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | FIDELITY SECURITY LIFE |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/540976999-503
- Cite as: PlanOptica, https://planoptica.com/welfare/540976999-503
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