Sponsor portfolio

SELF-HELP SERVICES CORPORATION

EIN 56-1849615Finance and InsuranceLatest filing 2025

Plans

Retirement

$85.2M assets

Welfare

$2.4M premiums

Participants

1,448

301 WEST MAIN STREET - DURHAM, NC 27701919-956-4400

Plans on this EIN

3 filings

#001401k-$84.0M - 423 part #002401k-$1.2M - 30 part #521Mixed-$2.4M - 2,038 lives

Retirement portfolio analytics

2 plans aggregated / $85.2M assets / 453 participants

Assets by plan

Share of aggregate retirement assets

99%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,038 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.5M
Prescription drug$1.5M
Other$675K
Life$393K
Long-term disability$162K
Vision$156K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

62%top

KAISER FOUNDATION HEALTH PLAN INC62%
UNUM LIFE INSURANCE COMPANY OF AMERICA27%
METROPOLITAN LIFE INSURANCE COMPANY7%
TELADOC4%
ALLONE HEALTH1%

Broker market share

Schedule A broker compensation

Split broker

90%top

MARSH & MCLENNAN AGENCY LLC90%
MCGRIFF INSURANCE SERVICES INC10%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

403(B) PLAN FOR SELF-HELP SERVICES CORPORATION

401k

Assets$84.0M

Participants423

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

ALLIANCE CREDIT UNION OF FLORIDA 401(K) PLAN

401k

Assets$1.2M

Participants30

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#521