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Sponsor portfolio

FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION, INC

EIN 56-1082675-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$12.9M assets
Welfare
1
$515K premiums
Participants
544
1601 OWEN DRIVE - FAYETTEVILLE, NC 28304910-678-7211
Plans on this EIN
3 filings
#003401k-$12.1M - 256 part#004403b-$847K - 147 part#510Fully Insured-$515K - 202 lives

Retirement portfolio analytics

2 plans aggregated / $12.9M assets / 403 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • FAHEF, INC. 401(K) (#003)93%
  • HEALTH EDUCATION FOUNDATION, (#004)7%
Total $12.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • ASCENSUS LLC93%
  • (Not disclosed)7%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAHEF, INC. 401(K) (#003)256
  • HEALTH EDUCATION FOUNDATION, (#004)147
Total 403Click row to drill in

Benefits portfolio analytics

1 plan / $515K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$259K
  • Stop-loss$259K
  • Other$198K
  • Dental$116K
  • Life$56K
  • Long-term disability$56K
  • +2 more
Total $515K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY50%
  • PRINCIPAL LIFE INSURANCE COMPANY23%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • COMMUNITY EYE CARE5%
Total $515K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • EBENCONCEPTS COMPANY88%
  • SELMAN & COMPANY, LLC12%
Total $40K2 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

FAHEF, INC. 401(K) PLAN

401k

Assets$12.1M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION,

403b

Assets$847K
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION, INC CAFETERIA PLAN AND FLEXIBLE SPENDING ACCOUNT

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$515K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FAHEF, INC. 401(K) PLAN401k$12.1M2562025
004FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION,403b$847K1472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION, INC CAFETERIA PLAN AND FLEXIBLE SPENDING ACCOUNTFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$515K2022025
Retirement plans
Welfare plans
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