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Form 5500 · Employee benefit plan · DULLES, VA

SOFIE CO.

Public Form 5500 records show how SOFIE CO. (DULLES, VA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1803305 · plan 502 · as of Jul 2026

Participants
467
Carriers on file
4
Disclosed commissions
$328,177
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBSHealth686December$225,524
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability468December$67,343
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision391December$34,602
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK51December$708

Questions

Who is SOFIE CO.'s benefits broker?

Per its most recent Form 5500 Schedule A, SOFIE CO.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does SOFIE CO. use?

SOFIE CO.'s benefit plan is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, among 4 disclosed carriers.

When does SOFIE CO.'s group plan renew?

The most recent Schedule A policy period for SOFIE CO. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOFIE CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.