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  • Benefits analytics
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Filings through Oct 24, 2026.

North Carolina Joint Underwriting Association

EIN 56-1222676-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
1
$25.0M assets
Health & Benefits
2
$5.3M premiums
Participants
728
PO BOX 8009 - CARY, NC 27512919-744-2682LinkedIn1-10 employeesstaffing and recruiting
Plans on this EIN
3 filings
#002401(k)-$25.0M - 249 part#501Fully insured-$4.9M - 537 lives#502Mixed-$386K - 394 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
Total $386K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

401(k)

Assets$25.0M
Participants249
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$4.9M
Covered lives537
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$386K
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN401(k)$25.0M2492025
  • INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN$25.0M
    #002 · 401(k) · 2025249

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH PLANFully insuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$4.9M5372024
#502NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$386K3942025
  • NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH PLAN$4.9M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF NORTH CAROLINA · 2024537
  • NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION HEALTH AND WELFARE PLAN$386K
    #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025394
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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