Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$690K
- Prescription drug$588K
- Dental$102K
- Vision$102K
- Life$102K
- Short-term disability$102K
- +1 more
Sponsor portfolio
DISCOVERY PLACE, INC.
EIN 56-0529944museums and institutionsLatest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$690K premiums
Participants
337
301 N TRYON ST - CHARLOTTE, NC 28202704-348-1994discoveryplacemuseums.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $690K premiums / 129 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- PRINCIPAL15%
Broker market share
Schedule A broker compensation
62%top
- NANCY PERRI62%
- NFP INSURANCE SERVICES INC29%
- MOSAIC GROUP SERVICES9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DISCOVERY PLACE, INC. RETIREMENT SAVINGS PLAN
403b
Assets$5.9M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DISCOVERY PLACE, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$690K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DISCOVERY PLACE, INC. RETIREMENT SAVINGS PLAN | 403b | $5.9M | 213 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DISCOVERY PLACE, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $690K | 129 | 2025 |
Retirement plans
Welfare plans