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Sponsor portfolio

HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE

EIN 56-1228779-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$4.7M premiums
Participants
1,237
250 HOSPICE CIRCLE - RALEIGH, NC 27607919-719-6746
Plans on this EIN
2 filings
#001403b-$28.9M - 866 part#501Mixed-$4.7M - 518 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Other$319K
  • Life$239K
  • Long-term disability$239K
  • Vision$38K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • HARTFORD LIFE AND ACCIDENT5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • JANUS ASSOCIATES, INC. DBA BHS0%
  • +1 more
Total $4.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • FRANK WOODY, III45%
  • GALLAGHER BENEFIT SERVICES, INC.41%
  • MOSAIC GROUP SERVICES14%
  • RUTH A ANDERSON0%
Total $118K4 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

HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN

403b

Assets$28.9M
Participants866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$4.7M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN403b$28.9M8662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE WELFARE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$4.7M5182025
Retirement plans
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