Sponsor portfolio

FAMILY SERVICES, INC.

EIN 56-0689235individual & family servicesLatest filing 2025

Plans

Retirement

$4.6M assets

Welfare

$424K premiums

Participants

435

1200 SOUTH BROAD STREET - WINSTON SALEM, NC 27101336-778-7077familyservicesforsyth.orgLinkedIn51-200 employeesindividual & family services

Plans on this EIN

3 filings

#003TraditionalDB-$2.3M - 109 part #004403b-$2.3M - 194 part #504Mixed-$424K - 132 lives

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 303 participants

Assets by plan

Share of aggregate retirement assets

50%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $424K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$269K
Dental$53K
Life$49K
Other$49K
Short-term disability$32K
Long-term disability$13K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

65%top

BLUE CROSS OF CALIFORNIA65%
UNITED OF OMAHA LIFE INSURANCE COMPANY35%

Broker market share

Schedule A broker compensation

Split broker

96%top

JAMES A SCOTT & SON INC96%
WATCHTOWER BENEFITS, LLC3%
GREGORY STANCIL1%

Plan deep-dives

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

Retirement#003

EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC.

TraditionalDB

Assets$2.3M

Participants109

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#004

403(B) THRIFT PLAN FOR FAMILY SERVICES, INC.

403b

Assets$2.3M

Participants194

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#504