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Sponsor portfolioWelfare / HealthEIN 54-0540718

GENTRY LOCKE RAKES & MOORE LLP

PO BOX 40013 · ROANOKE, VA 24022
5409839300
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$204K
No prior year
Persons covered
367
No prior year
Total participants
280
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$116K
GENTRY LOCKE RAKES & MOORE LLP INSURANCE PLAN
Fully insured159 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$88K
GENTRY LOCKE RAKES & MOORE LLP FLEXIBLE BENEFIT PLAN
Mixed208 covered·2 carriers
Primary: DELTA DENTAL OF VIRGINIA
Plan #503$0
GENTRY LOCKE RAKES & MOORE LLP FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$116K26.6%
Long-term disability$116K26.6%
Other$116K26.6%
Dental$74K16.9%
Vision$14K3.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$116K57.0%11158
DELTA DENTAL OF CALIFORNIA
EIN 540844477
D
$74K36.2%11208
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
V
$14K6.8%11190
HARTFORD LIFE AND ACCIDENT
EIN 060838648
$00.0%11159

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCLYNCHBURG, VADELTA DENTAL OF VIRGINIA, ANTHEM HEALTH PLANS OF VIRGINIA, INC., HARTFORD LIFE AND ACCIDENT, UNUM LIFE INSURANCE COMPANY OF AMERICA$27K$9K$36K97.4%2
WATCHTOWER BENEFITS, LLCCHICAGO, ILDELTA DENTAL OF VIRGINIA, HARTFORD LIFE AND ACCIDENT$741$217$9582.6%2

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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