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Sponsor portfolio

EASTERN BAND OF CHEROKEE INDIANS

EIN 56-0572090-Public Administration-Latest filing 2025
Plans
3
Retirement
2
$18.7M assets
Welfare
1
$4.4M premiums
Participants
2,879
PO BOX 554 - CHEROKEE, NC 28719828-359-6388ebci-nsn.govLinkedIn1-10 employees
Plans on this EIN
3 filings
#002TraditionalDB-$14.2M - 117 part#001401k-$4.5M - 96 part#501Mixed-$4.4M - 4,184 lives

Retirement portfolio analytics

2 plans aggregated / $18.7M assets / 213 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INDIANS RETIREMENT PLAN (#002)76%
  • & RETIREMENT PLAN (#001)24%
Total $18.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDIANS RETIREMENT PLAN (#002)117
  • & RETIREMENT PLAN (#001)96
Total 213Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 4,184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Health$1.9M
  • Stop-loss$1.9M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.8M
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • BLUE CROSS OF CALIFORNIA44%
  • SYMETRA LIFE INSURANCE COMPANY41%
  • AFLAC8%
  • COMMUNITY EYE CARE5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $4.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • MOSAIC GROUP SERVICES32%
  • MJ INSURANCE26%
  • JENIFER DUN24%
  • WILLIS TOWERS WATSON US LLC18%
Total $277K4 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

EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

TraditionalDB

Assets$14.2M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EASTERN BAND OF CHEROKEE INDIANS 401(K) SAVINGS & RETIREMENT PLAN

401k

Assets$4.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EASTERN BAND OF CHEROKEE INDIANS WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$4.4M
Covered lives4,184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLANTraditionalDB$14.2M1172024
001EASTERN BAND OF CHEROKEE INDIANS 401(K) SAVINGS & RETIREMENT PLAN401k$4.5M962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EASTERN BAND OF CHEROKEE INDIANS WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$4.4M4,1842025
Retirement plans
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