Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$738K
- Prescription drug$205K
- Dental$111K
- Life$99K
- Short-term disability$87K
- Long-term disability$43K
- +1 more
Sponsor portfolio
NORTH CAROLINA RATE BUREAU
EIN 56-1179542Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$1.2M premiums
Participants
192
4140 PARKLAKE AVE, SUITE 320 - RALEIGH, NC 27612
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
35%top
- LIBERTY LIFE ASSURANCE COMPANY OF BOSTON35%
- HARTFORD LIFE AND ACCIDENT19%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
- DELTA DENTAL OF CALIFORNIA9%
- +1 more
Broker market share
Schedule A broker compensation
40%top
- LG INS MANAGEMENT SVCS LP40%
- CHARLES E BELCHER35%
- LG INSURANCE MANAGEMENT SERVICES LP17%
- BAFFIN BAY MARKETING GROUP, LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN
401k
Assets$18.5M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NCRB/NCRF/NCIGA HEALTH BENEFITS PLAN
Mixed - LIBERTY INSURANCE UNDERWRITERS, INC.
Premiums$1.2M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN | 401k | $18.5M | 93 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NCRB/NCRF/NCIGA HEALTH BENEFITS PLAN | Mixed | LIBERTY INSURANCE UNDERWRITERS, INC. | $1.2M | 204 | 2025 |
Retirement plans
Welfare plans