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Sponsor portfolio

ST. DAVID'S SCHOOL

EIN 23-7241145-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$1.2M premiums
Participants
483
3400 WHITE OAK ROAD - RALEIGH, NC 276097621919-782-3331
Plans on this EIN
3 filings
#501Fully Insured-$1.1M - 205 lives#504Fully Insured-$49K - 139 lives#505Fully Insured-$20K - 139 lives

Benefits portfolio analytics

3 plans / $1.2M premiums / 483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$93K
  • Vision$93K
  • Life$49K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • MARSH & MCLENNAN AGENCY LLC55%
  • LEWIS B FREIBERG40%
  • THE BENEFIT COMPANY INC5%
Total $75K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

ST. DAVID'S SCHOOL GROUP MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.1M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ST. DAVID'S SCHOOL GROUP LIFE AND AD&D INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$49K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ST. DAVID'S SCHOOL GROUP DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$20K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. DAVID'S SCHOOL GROUP MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.1M2052025
504ST. DAVID'S SCHOOL GROUP LIFE AND AD&D INSURANCE PLANFully InsuredGUARDIAN$49K1392025
505ST. DAVID'S SCHOOL GROUP DISABILITY PLANFully InsuredGUARDIAN$20K1392025
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