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Sponsor portfolioWelfare / HealthEIN 54-0629691

SOAR 365

3600 SAUNDERS AVENUE · RICHMOND, VA 23227
8043581874
Plans filed
2
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
156
No prior year
Total participants
151
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$1.5M
SOAR 365 HEALTH AND WELFARE PLAN
Fully insured160 covered·3 carriers
Primary: HEALTHKEEPERS, INC.
Plan #505$1.2M
SOAR 365 HEALTH AND WELFARE PLAN
Mixed156 covered·5 carriers
Primary: SENTARA ADVANTAGE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M70.9%
Other$132K8.6%
Life$106K6.9%
Short-term disability$100K6.5%
Long-term disability$100K6.5%
Vision$10K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SENTARA HEALTH PLAN
EIN 541283337
H
$1.1M88.5%1458
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$106K8.6%12152
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
Oth
$19K1.6%11113
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$10K0.8%11156
METROPOLITAN LIFE INSURANCE COMPANY
EIN 541566589
Oth
$6K0.5%1130

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, UNUM LIFE INSURANCE COMPANY OF AMERICA, AMERITAS LIFE INSURANCE CORP., SENTARA ADVANTAGE$28K$2K$30K92.3%1
MCGRIFF INSURANCE SERVICES INCGREENSBORO, NCANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, AMERITAS LIFE INSURANCE CORP., LEGAL RESOURCES$2K$496$2K7.7%1

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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