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Sponsor portfolioTH

WILLIAM PEACE UNIVERSITY

EIN 56-0529988-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$1.4M premiums
Participants
465
15 E PEACE ST - RALEIGH, NC 276041176919-508-2000
Plans on this EIN
2 filings
#001403b-$22.7M - 340 part#502Fully Insured-$1.4M - 201 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$83K
  • Short-term disability$83K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HARTFORD LIFE AND ACCIDENT6%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • LISA HAMLETT60%
  • USI INSURANCE SERVICES LLC30%
  • MOSAIC GROUP SERVICES10%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $58K4 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

WILLIAM PEACE UNIVERSITY RETIREMENT PLAN

403b

Assets$22.7M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILLIAM PEACE UNIVERSITY EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.4M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM PEACE UNIVERSITY RETIREMENT PLAN403b$22.7M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILLIAM PEACE UNIVERSITY EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.4M2012025
Retirement plans
Welfare plans
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