Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.6M
- Health$2.3M
- Prescription drug$2.3M
- Life$175K
- Dental$167K
- Short-term disability$114K
- +2 more
Sponsor portfolioTH
ASPIDA FINANCIAL SERVICES, LLC
EIN 47-4223933Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$2.7M premiums
Participants
401
2327 ENGLERT DRIVE - DURHAM, NC 27713919-246-3201
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 352 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
44%top
- RUSSELL C CARTER44%
- JAMES A SCOTT & SON INC43%
- MOSAIC GROUP SERVICES13%
- WATCHTOWER TECHNOLOGIES INC0%
- GALLAGHER BENEFIT SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASPIDA FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$14.4M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ASPIDA FINANCIAL SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS AND BLUESHIELD OF NORTH CAROLINA
Premiums$2.7M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASPIDA FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $14.4M | 203 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ASPIDA FINANCIAL SERVICES, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS AND BLUESHIELD OF NORTH CAROLINA | $2.7M | 352 | 2025 |
Retirement plans
Welfare plans