Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.6M
- Health$3.6M
- Dental$3.6M
- Vision$3.6M
- Prescription drug$3.6M
- Life$132K
- +2 more
Sponsor portfolio
THE THARPE COMPANY, INC.
EIN 56-1293970management consultingLatest filing 2025
Plans
2
Retirement
1
$51.7M assets
Welfare
1
$3.8M premiums
Participants
712
335 OLD MOCKSVILLE ROAD - STATESVILLE, NC 28625704-872-5231engage2excel.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 377 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
73%top
- MARIA MCHUGH73%
- WILLIS TOWERS WATSON US LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENGAGE2EXCEL INC. 401(K) PROFIT SHARING PLAN
401k
Assets$51.7M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE THARPE COMPANY, INC. INSURANCE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$3.8M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGAGE2EXCEL INC. 401(K) PROFIT SHARING PLAN | 401k | $51.7M | 476 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE THARPE COMPANY, INC. INSURANCE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $3.8M | 377 | 2025 |
Retirement plans
Welfare plans