Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Prescription drug$1.1M
- Other$89K
- Life$89K
- Short-term disability$89K
- +2 more
Sponsor portfolio
TOSAF, INC.
EIN 47-1181520Latest filing 2025
Plans
4
Retirement
1
$1.0M assets
Welfare
3
$1.2M premiums
Participants
566
330 SOUTHRIDGE PKWY - BESSEMER CITY, NC 280167805845-398-9827
Benefits portfolio analytics
3 plans / $1.2M premiums / 408 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
62%top
- DANIEL MARTIN62%
- WILLIS TOWERS WATSON US LLC33%
- SHEALY BENEFITS SERVICES INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOSAF INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOSAF, INC. HEALTH BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.1M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TOSAF, INC. WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$91K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TOSAF, INC. VISION BENEFIT PLAN
Fully Insured - EYEMED VISION CARE
Premiums$8K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOSAF INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 204 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOSAF, INC. HEALTH BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.1M | 158 | 2025 | |
| 503 | TOSAF, INC. WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $91K | 157 | 2025 | |
| 502 | TOSAF, INC. VISION BENEFIT PLAN | Fully Insured | EYEMED VISION CARE | $8K | 93 | 2025 |
Retirement plans
Welfare plans