Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Life$196K
- Short-term disability$196K
- Long-term disability$196K
- Dental$82K
- +1 more
Filings through .
The Forest at Duke, Inc.
EIN 56-1630158health, wellness and fitnessLatest filing 2025
Plans
5
Retirement
1
$9.3M assets
Health & Benefits
4
$1.9M premiums
Participants
1,038
2701 PICKETT ROAD - DURHAM, NC 27705919-490-8000forestduke.orgLinkedIn201-500 employeeshealth, wellness and fitness
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $1.9M premiums / 730 covered lives
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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#001
THE FOREST AT DUKE 403(B) PLAN
403(b)
Assets$9.3M
Participants454
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
THE FOREST AT DUKE MEDICAL PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.6M
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
THE FOREST AT DUKE LIFE AND DISABILITY PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$158K
Covered lives204
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
THE FOREST AT DUKE DENTAL PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$74K
Covered lives202
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE FOREST AT DUKE VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$14K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE FOREST AT DUKE 403(B) PLAN | 403(b) | $9.3M | 454 | 2025 |
- #001 · 403(b) · 2025454
Health & Benefits plans
4 plans on this EIN
| 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 |
- #503 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2025167
- #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025204
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025202
- #504 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025157
Retirement plans
Health & Benefits plans