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Sponsor portfolio

HOLY ANGELS, INC.

EIN 51-0230406-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$205K premiums
Participants
789
6600 WILKINSON BLVD - BELMONT, NC 28012704-825-4161holyangelsnc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$6.4M - 593 part#501Fully Insured-$205K - 217 lives

Benefits portfolio analytics

1 plan / $205K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Short-term disability$119K
  • Long-term disability$119K
  • Other$119K
  • Dental$55K
  • Health$22K
  • +1 more
Total $205K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • COMPANION LIFE INSURANCE COMPANY58%
  • AETNA LIFE INSURANCE COMPANY27%
  • AFLAC11%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $205K4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • LOCKTON COMPANIES, LLC41%
  • NFP INSURANCE SERVICES INC38%
  • THE CASON GROUP INC17%
  • LESLIE K KIMBROUGH3%
  • PHILIP RUGGIERI1%
  • +3 more
Total $15K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLY ANGELS, INC. 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$6.4M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLY ANGELS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$205K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLY ANGELS, INC. 403(B) RETIREMENT SAVINGS PLAN403b$6.4M5932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLY ANGELS HEALTH AND WELFARE BENEFIT PLANFully InsuredCOMPANION LIFE INSURANCE COMPANY$205K2172025
Retirement plans
Welfare plans
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