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
Filings through .
Top hat
Uwharrie Capital Corp
EIN 56-1814206furnitureLatest filing 2025
Plans
5
Retirement
1
$37.0M assets
Health & Benefits
4
$1.8M premiums
Participants
1,045
132 NORTH FIRST ST - ALBEMARLE, NC 280014805704-991-1114uwharriechair.comLinkedIn11-50 employeesfurniture
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $1.8M premiums / 879 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
UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN
401(k)
Assets$37.0M
Participants237
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
UWHARRIE CAPITAL CORP HEALTH PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.7M
Covered lives344
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
UWHARRIE CAPITAL CORP DISABILITY PLANS STD/LTD
Fully insured - USABLE LIFE
Premiums$159K
Covered lives231
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
UWHARRIE CAPITAL CORP VISION PLAN
Fully insured - COMMUNITY EYE CARE
Premiums$23K
Covered lives304
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
UWHARRIE CAPITAL CORP HEALTH REIMBURSEMENT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN | 401(k) | $37.0M | 237 | 2025 |
- #001 · 401(k) · 2025237
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | UWHARRIE CAPITAL CORP HEALTH PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.7M | 344 | 2025 |
| #501 | UWHARRIE CAPITAL CORP DISABILITY PLANS STD/LTD | Fully insured | USABLE LIFE | $159K | 231 | 2025 |
| #504 | UWHARRIE CAPITAL CORP VISION PLAN | Fully insured | COMMUNITY EYE CARE | $23K | 304 | 2025 |
| #503 | UWHARRIE CAPITAL CORP HEALTH REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2025344
- #501 · Fully insured · USABLE LIFE · 2025231
- #504 · Fully insured · COMMUNITY EYE CARE · 2025304
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans