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Sponsor portfolio

THE PRESBYTERIAN HOMES, INC.

EIN 56-0564344-religious institutions-Latest filing 2024
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$464K premiums
Participants
1,549
2109 SANDY RIDGE ROAD - COLFAX, NC 27235336-886-6553hawfields.orgLinkedIn1-10 employeesreligious institutions
Plans on this EIN
2 filings
#003401k-$31.5M - 1,068 part#501Mixed-$464K - 731 lives

Benefits portfolio analytics

1 plan / $464K premiums / 731 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$252K
  • Short-term disability$252K
  • Long-term disability$252K
  • Dental$154K
  • Other$58K
Total $464K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA54%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $464K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $50K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE PRESBYTERIAN HOMES, INC. 401(K) RETIREMENT PLAN

401k

Assets$31.5M
Participants1,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESBYTERIAN HOMES HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$464K
Covered lives731
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE PRESBYTERIAN HOMES, INC. 401(K) RETIREMENT PLAN401k$31.5M1,0682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESBYTERIAN HOMES HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$464K7312024
Retirement plans
Welfare plans
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