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Sponsor portfolioWelfare / HealthEIN 54-1803305

SOFIE CO.

21000 ATLANTIC BOULEVARD, SUITE 730 · DULLES, VA 20166
7037877900
Plans filed
1
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
686
No prior year
Total participants
468
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$5.4M
SOFIE CO. EMPLOYEE BENEFIT WELFARE PLAN
Fully insured686 covered·4 carriers
Primary: ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M38.5%
Prescription drug$4.6M38.5%
Other$780K6.6%
Short-term disability$408K3.4%
Life$402K3.4%
Long-term disability$402K3.4%
Dental$372K3.1%
Vision$372K3.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
HRx
$4.6M85.5%11686
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$402K7.5%11468
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVOth
$372K6.9%11391
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
STDOth
$6K0.1%1151

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, LIFE INSURANCE COMPANY OF NORTH AMERICA, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$328K$11K$340K100.0%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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