Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Life$158K
- Short-term disability$158K
- Long-term disability$158K
- Other$158K
- +2 more
Sponsor portfolio
THE FOREST AT DUKE, INC.
EIN 56-1630158health, wellness and fitnessLatest filing 2025
Plans
5
Retirement
1
$9.3M assets
Welfare
4
$1.9M premiums
Participants
1,038
2701 PICKETT ROAD - DURHAM, NC 27705919-490-8000forestduke.orgLinkedIn201-500 employeeshealth, wellness and fitness
Benefits portfolio analytics
4 plans / $1.9M premiums / 730 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- HARTFORD LIFE AND ACCIDENT8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
87%top
- GALLAGHER BENEFIT SERVICES, INC.87%
- MOSAIC GROUP SERVICES13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE FOREST AT DUKE 403(B) PLAN
403b
Assets$9.3M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE FOREST AT DUKE MEDICAL PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.6M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE FOREST AT DUKE LIFE AND DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$158K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE FOREST AT DUKE DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$74K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE FOREST AT DUKE VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$14K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FOREST AT DUKE 403(B) PLAN | 403b | $9.3M | 454 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE FOREST AT DUKE MEDICAL PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.6M | 167 | 2025 | |
| 501 | THE FOREST AT DUKE LIFE AND DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $158K | 204 | 2025 | |
| 502 | THE FOREST AT DUKE DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $74K | 202 | 2025 | |
| 504 | THE FOREST AT DUKE VISION PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $14K | 157 | 2025 |
Retirement plans
Welfare plans