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  2. LAKE NORMAN SECURITY PATROL, INC.
Sponsor portfolio

LAKE NORMAN SECURITY PATROL, INC.

EIN 56-0898176-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$1.5M premiums
Participants
375
PO BOX 5393 - STATESVILLE, NC 286875393704-872-9857alarmsouth.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.7M - 239 part#501Fully Insured-$1.5M - 293 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$210K
  • Vision$210K
  • Life$210K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
  • AFLAC4%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • GEOFFREY RICKS50%
  • PIEDMONT BENEFITS GROUP INC39%
  • MOSAIC GROUP SERVICES10%
  • USI INSURANCE SERVICES LLC0%
Total $92K4 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

LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.7M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKE NORMAN SECURITY PATROL, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.5M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST401k$3.7M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKE NORMAN SECURITY PATROL, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.5M2932025
Retirement plans
Welfare plans
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