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Form 5500 · Employee benefit plan · CHARLOTTESVILLE, VA

TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES

Public Form 5500 records show how TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES (CHARLOTTESVILLE, VA) structures its employee benefits. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4238973 · plan 001 · as of Jul 2026

Participants
206
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA—96December$0

Questions

What insurance carrier does TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES use?

TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES's benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

When does TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES's group plan renew?

The most recent Schedule A policy period for TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.