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Sponsor portfolio

PIEDMONT HEALTH SERVICES

EIN 56-0952737-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$43.2M assets
Welfare
1
$1.0M premiums
Participants
1,363
88 VILCOM CENTER DRIVE, SUITE 110 - CHAPEL HILL, NC 27514919-933-8494piedmonthealth.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$43.2M - 820 part#501Mixed-$1.0M - 543 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 543 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$264K
  • Other$247K
  • Short-term disability$215K
  • Long-term disability$205K
  • Life$174K
  • Vision$83K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • COMMUNITY EYE CARE8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • MARK C SPESSARD3%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
  • THE CASON GROUP INC0%
  • THE WORKSITE GROUP LLC0%
  • +3 more
Total $98K8 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

PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

403b

Assets$43.2M
Participants820
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIEDMONT HEALTH SERVICES HEALTH PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN403b$43.2M8202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIEDMONT HEALTH SERVICES HEALTH PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.0M5432025
Retirement plans
Welfare plans
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