PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PFEIFFER UNIVERSITY
Sponsor portfolioTH

PFEIFFER UNIVERSITY

EIN 56-0529990-higher education-Latest filing 2025
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$1.4M premiums
Participants
567
48380 US HWY 52N, P.O. BOX 960 - MISENHEIMER, NC 281090000704-463-1360pfeiffer.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$33.4M - 432 part#506Fully Insured-$1.4M - 198 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Life$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • USABLE LIFE4%
  • STANDARD INSURANCE COMPANY1%
  • COMMUNITY EYE CARE1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BRIAN J BURCHFIELD68%
  • BURCHFIELD INSURANCE GROUP INC21%
  • MOSAIC GROUP SERVICES8%
  • MARSH & MCLENNAN AGENCY LLC2%
  • CENTRO BENEFITS RESEARCH LLC1%
Total $49K5 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

PFEIFFER UNIVERSITY RETIREMENT PLAN

403b

Assets$33.4M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PFEIFFER UNIVERSITY EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.4M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PFEIFFER UNIVERSITY RETIREMENT PLAN403b$33.4M4322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PFEIFFER UNIVERSITY EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.4M1982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica