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  2. CAROLINA BIOLOGICAL SUPPLY COMPANY
Sponsor portfolioTH

CAROLINA BIOLOGICAL SUPPLY COMPANY

EIN 56-0894904-investment management-Latest filing 2025
Plans
4
Retirement
2
$1.42B assets
Welfare
2
$8.4M premiums
Participants
15,121
2700 YORK ROAD - BURLINGTON, NC 27215336-538-6295LinkedIn1-10 employeesinvestment management
Plans on this EIN
4 filings
#003401k-$1.42B - 7,596 part#004TargetBenefit-$1.1M - 225 part#513Mixed-$7.2M - 6,819 lives#501Fully Insured-$1.1M - 466 lives

Retirement portfolio analytics

2 plans aggregated / $1.42B assets / 7,821 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • NORTH CAROLINA 401(K) (#003)100%
  • TARGET BENEFIT PENSION (#004)0%
Total $1.42BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NORTH CAROLINA 401(K) (#003)7,596
  • TARGET BENEFIT PENSION (#004)225
Total 7,821Click row to drill in

Benefits portfolio analytics

2 plans / $8.4M premiums / 7,285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$592K
  • Stop-loss$592K
  • Dental$276K
  • Vision$276K
  • Other$259K
  • Life$207K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • COMPANION LIFE INSURANCE COMPANY53%
  • STARMOUNT LIFE INSURANCE COMPANY25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • MEGAN R SILVERMAN35%
  • E POWERED BENEFITS LLC27%
  • AMWINS21%
  • DAVID J MCCLELLAN10%
  • DAVID MCCLENNAN7%
Total $198K5 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

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN

401k

Assets$1.42B
Participants7,596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLAN

TargetBenefit

Assets$1.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7.2M
Covered lives6,819
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CAROLINA BIOLOGICAL SUPPLY COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - COMPANION LIFE INS CO

Premiums$1.1M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN401k$1.42B7,5962024
004PARTNERS NATIONAL HEALTH PLANS OF NC, INC. TARGET BENEFIT PENSION PLANTargetBenefit$1.1M2252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$7.2M6,8192024
501CAROLINA BIOLOGICAL SUPPLY COMPANY EMPLOYEE BENEFIT PLANFully InsuredCOMPANION LIFE INS CO$1.1M4662025
Retirement plans
Welfare plans
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