Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$595K
- Prescription drug$595K
Sponsor portfolio
FIRST CAROLINA MANAGEMENT, INC
EIN 56-1672011financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$595K premiums
Participants
345
PO BOX 7246 - ROCKY MOUNT, NC 27804252-937-8111firstcarolinamortgage.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $595K premiums / 64 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNIAMERICA INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MEDCOST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST CAROLINA MANAGEMENT, INC. 401(K) PLAN
401k
Assets$2.6M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST CAROLINA MANAGEMENT, INC EMPLOYEE BENEFIT PLAN
Mixed - UNIAMERICA INSURANCE COMPANY
Premiums$595K
Covered lives64
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST CAROLINA MANAGEMENT, INC. 401(K) PLAN | 401k | $2.6M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST CAROLINA MANAGEMENT, INC EMPLOYEE BENEFIT PLAN | Mixed | UNIAMERICA INSURANCE COMPANY | $595K | 64 | 2025 |
Retirement plans
Welfare plans