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DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC.

EIN 56-0614176-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$37K premiums
Participants
1,057
1617 HENDERSONVILLE ROAD - ASHEVILLE, NC 28803828-274-1531LinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002403b-$9.7M - 492 part#501Mixed-$37K - 565 lives

Benefits portfolio analytics

1 plan / $37K premiums / 565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$27K
  • Life$10K
  • Long-term disability$10K
  • Other$10K
Total $37K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITEDHEALTHCARE INSURANCE COMPANY72%
  • HARTFORD LIFE AND ACCIDENT28%
Total $37K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P

403b

Assets$9.7M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$37K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P403b$9.7M4922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INCMixedUNITEDHEALTHCARE INSURANCE COMPANY$37K5652025
Retirement plans
Welfare plans
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