Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH PLAN	Fully Insured	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA	$4.9M	537	2024
502	NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH AND WELFARE PLAN	Mixed	UNITED OF OMAHA LIFE INSURANCE COMPANY	$386K	394	2025

Retirement plans

Welfare plans

Sponsor portfolio

NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION

EIN 56-1222676staffing and recruitingLatest filing 2025

Plans

Retirement

$19.7M assets

Welfare

$5.3M premiums

Participants

706

751 CORPORATE CENTER DR. STE 200 - RALEIGH, NC 27607919-821-1299LinkedIn1-10 employeesstaffing and recruiting

Plans on this EIN

3 filings

#002401k-$19.7M - 227 part #501Fully Insured-$4.9M - 537 lives #502Mixed-$386K - 394 lives

Benefits portfolio analytics

2 plans / $5.3M premiums / 931 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$192K
Life$114K
Other$114K
Long-term disability$55K
Vision$25K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

93%top

UNITED OF OMAHA LIFE INSURANCE COMPANY93%
BLUE CROSS OF CALIFORNIA7%

Broker market share

Schedule A broker compensation

Split broker

71%top

MCGRIFF INSURANCE SERVICES INC71%
THE BENEFIT COMPANY INC26%
BLAKE WELLER2%

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$19.7M

Participants227

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501