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  2. NORTH CAROLINA BANKERS ASSOCIATION INC.
Sponsor portfolioTH

NORTH CAROLINA BANKERS ASSOCIATION INC.

EIN 56-0340440-financial services-Latest filing 2025
Plans
6
Retirement
1
$8.6M assets
Welfare
5
$2.4M premiums
Participants
7,132
3601 HAWORTH DRIVE - RALEIGH, NC 27609919-781-7979ncbankers.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
6 filings
#002401k-$8.6M - 30 part#511Mewa-$1.3M - 2,535 lives#503Mewa-$778K - 1,872 lives#509Mewa-$204K - 2,511 lives#512Mewa-$98K - 361 lives#501Mewa-3,535 lives

Benefits portfolio analytics

5 plans / $2.4M premiums / 10,814 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Other$875K
  • Life$778K
  • Vision$204K
Total $2.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DELTA DENTAL OF CALIFORNIA54%
  • STANDARD INSURANCE COMPANY33%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT4%
  • BLUE CROSS OF CALIFORNIA0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • COMMUNITY BANK SERVICES58%
  • JAMES A SCOTT & SON INC42%
  • C2 CENTRIC LLC1%
Total $253K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SBA DEFINED CONTRIBUTION PLAN FOR NORTH CAROLINA BANKERS ASSOCIATION

401k

Assets$8.6M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

NORTH CAROLINA BANKERS ASSOCIATION DENTAL PLAN

Mewa - DELTA DENTAL OF NORTH CAROLINA

Premiums$1.3M
Covered lives2,535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NC BANKERS ASSOCIATION GROUP LIFE AND AD&D INSURANCE PLAN

Mewa - STANDARD INSURANCE COMPANY

Premiums$778K
Covered lives1,872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

NORTH CAROLINA BANKERS ASSOCIATION VISION PLAN

Mewa - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$204K
Covered lives2,511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

NORTH CAROLINA BANKERS ASSOCIATION GROUP ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY PLAN

Mewa - HARTFORD LIFE AND ACCIDENT

Premiums$98K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

NORTH CAROLINA BANKERS ASSOCIATION HEALTH BENEFIT TRUST

Mewa - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$0
Covered lives3,535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SBA DEFINED CONTRIBUTION PLAN FOR NORTH CAROLINA BANKERS ASSOCIATION401k$8.6M302024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
511NORTH CAROLINA BANKERS ASSOCIATION DENTAL PLANMewaDELTA DENTAL OF NORTH CAROLINA$1.3M2,5352025
503NC BANKERS ASSOCIATION GROUP LIFE AND AD&D INSURANCE PLANMewaSTANDARD INSURANCE COMPANY$778K1,8722025
509NORTH CAROLINA BANKERS ASSOCIATION VISION PLANMewaMETROPOLITAN LIFE INSURANCE COMPANY$204K2,5112025
512NORTH CAROLINA BANKERS ASSOCIATION GROUP ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY PLANMewaHARTFORD LIFE AND ACCIDENT$98K3612025
501NORTH CAROLINA BANKERS ASSOCIATION HEALTH BENEFIT TRUSTMewaBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$03,5352025
Retirement plans
Welfare plans
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