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Sponsor portfolio

NORTH CAROLINA WESLEYAN UNIVERSITY

EIN 56-0686603-higher education-Latest filing 2025
Plans
6
Retirement
1
$33.0M assets
Welfare
5
$2.5M premiums
Participants
1,222
3400 N. WESLEYAN BLVD - ROCKY MOUNT, NC 278048699252-985-5100poole.ncsu.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
6 filings
#001403b-$33.0M - 377 part#502Fully Insured-$2.3M - 180 lives#506Fully Insured-$128K - 157 lives#501Fully Insured-$42K - 155 lives#505Fully Insured-$32K - 204 lives#507Fully Insured-$15K - 149 lives

Benefits portfolio analytics

5 plans / $2.5M premiums / 845 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$128K
  • Life$42K
  • Long-term disability$32K
  • Vision$15K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • USABLE LIFE2%
  • COMMUNITY EYE CARE1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • SHANNA M STRICKLAND69%
  • TAYLOR FINANCIAL OF ROCKY MOUNT26%
  • MOSAIC GROUP SERVICES5%
  • GREGORY O RIPKE3%
  • ROBERT TAYLOR GROUP, THE-3%
Total $50K5 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

NORTH CAROLINA WESLEYAN UNIVERSITY RETIREMENT PLAN

403b

Assets$33.0M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GROUP HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.3M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GROUP DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$128K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP TERM LIFE INSURANCE, GROUP DEPENDENT LIFE , GROUP AD&D INSURANCE

Fully Insured - USABLE LIFE

Premiums$42K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GROUP LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$32K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GROUP VISION PLAN

Fully Insured - COMMUNITY EYE CARE, LLC

Premiums$15K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTH CAROLINA WESLEYAN UNIVERSITY RETIREMENT PLAN403b$33.0M3772025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GROUP HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.3M1802025
506GROUP DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$128K1572025
501GROUP TERM LIFE INSURANCE, GROUP DEPENDENT LIFE , GROUP AD&D INSURANCEFully InsuredUSABLE LIFE$42K1552025
505GROUP LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$32K2042025
507GROUP VISION PLANFully InsuredCOMMUNITY EYE CARE, LLC$15K1492025
Retirement plans
Welfare plans
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