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Sponsor portfolioWelfare / HealthEIN 54-1427948

FRIENDSHIP FOUNDATION

d/b/a FRIENDSHIP RETIREMENT COMMUNITY
327 HERSHBERGER ROAD · ROANOKE, VA 24012
5402652100
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
1,306
No prior year
Total participants
1,306
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.3M
FRIENDSHIP FOUNDATION HEALTH, DIS INCOME, AND LIFE INS
Fully insured1,306 covered·10 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M41.1%
Prescription drug$3.4M41.1%
Other$396K4.7%
Dental$282K3.4%
Vision$282K3.4%
Life$240K2.9%
Short-term disability$159K1.9%
Long-term disability$134K1.6%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 232169745
HRxDV
$3.7M87.0%12711
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
STD
$159K3.7%11288
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LLTDOth
$134K3.1%111,306
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
Oth
$113K2.6%11207
BOSTON MUTUAL LIFE INSURANCE COMPANY
EIN 041106240
LOth
$106K2.5%11354
AFLAC
EIN 822723296
Oth
$21K0.5%1132
CARILION EMPLOYEE ASSISTANCE PROGRAM
EIN 203136891
Oth
$18K0.4%111,115
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$2K0.0%117
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1K0.0%117

Broker overview

15 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFICIAL ASSOCIATES, INC.FOREST, VABOSTON MUTUAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY$77K$0$77K67.2%1
ACCRETIVE ENROLLMENT SERVICES LLCPERRYSBURG, OHBOSTON MUTUAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY$17K$279$18K15.3%1
USI INSURANCE SERVICES LLCGLASTONBURY, CTANTHEM LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$16K$2K$17K15.1%1
LARRY W OWENSALEM, VAAFLAC$2K$0$2K1.7%1
MELVIN R JONESPOWHATAN, VAAFLAC$316$0$3160.3%1
KEVIN L MARTINSALEM, VAAFLAC$177$0$1770.2%1
JACKSON D RHODESBRISTOL, TNAFLAC$80$0$800.1%1
DEBBIE S COLLINSSALEM, VAAFLAC$75$0$750.1%1
AUBREY W DAMRONROANOKE, VAAFLAC$75$0$750.1%1
JOHN A HAWLEYPILOT, VAAFLAC$74$0$740.1%1
TRIVETT WINGOSAN ANTONIO, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$67$0$670.1%1
JUDITH S. BAKERROANOKE, VAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$35$0$350.0%1
MARSH & MCLENNAN AGENCY LLCKING OF PRUSSIA, PAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$23$0$230.0%1
DANIEL OWEN MACLELLANNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$3$0$30.0%1
TRUSTPOINT BENEFITS & COMPENSATIONROANOKE, VACOMPANION LIFE INSURANCE COMPANY-$158$0-$158-0.1%1

History & trajectory

10 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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