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Original filing (PDF)20250804171348NAL0000844307001
VIRGINIA PRIVATE COLLEGES BENEFITS CONSORTIUM, INC.
Form 5500
FILING_RECEIVED
VIRGINIA PRIVATE COLLEGES BENEFITS CONSORTIUM, INC. HEALTH PLAN
Health & welfare plan
Signals · 4
54% in single holding~2078 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
3,151
Accounts w/ balance
—
Plan assets (EOY)
$21.3M
Net assets (EOY)
$17.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Federated Money Market Government Obligations Instl. #005 Fund" is 54% of plan.
- 2078 bps in Schedule C fees — 7065% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA PRIVATE COLLEGES BENEFITS CONSORTIUM, INC..
Plan sponsor
Name
VIRGINIA PRIVATE COLLEGES BENEFITS CONSORTIUM, INC.
EIN
27-1367957
Address
1 CEDAR HILL · SUITE D · BEDFORD, VA · 245236459
Phone
(540) 525-9693
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA INC | 54-0357120 | — | NONE | $2.9M | — |
| CICV | 54-0887849 | — | NONE | $418K | — |
| MARSH MCLENNAN | 54-2007411 | — | NONE | $288K | — |
| EMPYREAN | 20-3029813 | — | NONE | $241K | — |
| DELTA DENTAL OF VIRGINIA | 54-0844477 | — | BENEFIT ADMINISTRATOR | $136K | — |
| HEALTH ADVOCATE SOLUTIONS | 23-3080019 | — | NONE | $127K | — |
| LOCKTON | 20-3354970 | — | NONE | $96K | — |
| TRAVELERS | 06-0566050 | — | NONE | $57K | — |
| HAYNES BENEFITS | 27-0075283 | — | NONE | $43K | — |
| MORAN TECHNOLOGY CONSULTING INC. | 20-4073786 | — | NONE | $30K | — |
| BROWN, EDWARDS & COMPANY, L.L.P. | 54-0504608 | — | NONE | $27K | — |
| CEDAR HILL BUSINESS ASSOCIATES, LLC | 73-1625746 | — | LESSOR | $20K | — |
| EBIX | 77-0021975 | — | NONE | $12K | — |
| MCGRIFF INSURANCE SERVICES | 56-1623293 | — | NONE | $11K | — |
| RCM&D | 52-0555835 | — | NONE | $6K | — |
| TRUIST BANK | 58-0466330 | — | NONE | $5K | — |
| HEALTHKEEPERS, INC. | 54-1356687 | — | NONE | $0 | — |
Investments
7 direct securities· $7.7M(36% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Money Market Government Obligations Instl. #005 Fund | — | — | $6.7M | $6.7M | 31.4% | |
| First Horizon Bank Certificate of Deposit 5.250% interest; 07/03/25 maturity date | — | — | $200K | $201K | 0.9% | |
| Wells Fargo Bank, N.A. Certificate of Deposit 5.250% interest; 05/21/25 maturity date | — | — | $200K | $201K | 0.9% | |
| Old Dominion National Certificate of Deposit Bank 5.100% interest; 04/30/25 maturity date | — | — | $200K | $200K | 0.9% | |
| LendingClub Bank, N.A. Certificate of Deposit 4.350% interest; 09/09/25 maturity date | — | — | $200K | $200K | 0.9% | |
| PCB Bank Certificate of Deposit 4.150% interest; 11/13/25 maturity date | — | — | $200K | $200K | 0.9% | |
| Umpqua Bank Insured Deposit Program 29 US Bank National Association Bank Insured Deposit Program | — | — | $23K | $23K | 0.1% |