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Sponsor portfolioTH

UWHARRIE CAPITAL CORP

EIN 56-1814206-furniture-Latest filing 2025
Plans
5
Retirement
1
$37.0M assets
Welfare
4
$1.8M premiums
Participants
1,045
132 NORTH FIRST ST - ALBEMARLE, NC 280014805704-991-1114uwharriechair.comLinkedIn11-50 employeesfurniture
Plans on this EIN
5 filings
#001401k-$37.0M - 237 part#502Fully Insured-$1.7M - 344 lives#501Fully Insured-$159K - 231 lives#504Fully Insured-$23K - 304 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $1.8M premiums / 879 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Life$101K
  • Long-term disability$34K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • USABLE LIFE9%
  • COMMUNITY EYE CARE1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BURCHFIELD INSURANCE GROUP INC85%
  • MOSAIC GROUP SERVICES15%
Total $74K2 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

UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN

401k

Assets$37.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UWHARRIE CAPITAL CORP HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.7M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UWHARRIE CAPITAL CORP DISABILITY PLANS STD/LTD

Fully Insured - USABLE LIFE

Premiums$159K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UWHARRIE CAPITAL CORP VISION PLAN

Fully Insured - COMMUNITY EYE CARE

Premiums$23K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UWHARRIE CAPITAL CORP HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN401k$37.0M2372025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UWHARRIE CAPITAL CORP HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.7M3442025
501UWHARRIE CAPITAL CORP DISABILITY PLANS STD/LTDFully InsuredUSABLE LIFE$159K2312025
504UWHARRIE CAPITAL CORP VISION PLANFully InsuredCOMMUNITY EYE CARE$23K3042025
503UWHARRIE CAPITAL CORP HEALTH REIMBURSEMENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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