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Sponsor portfolio

BLUE RIDGE COMPANIES, INC.

EIN 56-1985776-real estate-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$457K premiums
Participants
664
5826 SAMET DRIVE, SUITE 105 - HIGH POINT, NC 27265336-889-1523blueridgecompanies.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$13.0M - 392 part#501Mixed-$457K - 272 lives

Benefits portfolio analytics

1 plan / $457K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$457K
  • Dental$358K
  • Vision$358K
  • Life$358K
  • Short-term disability$358K
  • Long-term disability$358K
Total $457K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • AFLAC21%
Total $457K2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HUB INTERNATIONAL MIDWEST LIMITED61%
  • VARIOUS - SEE ATTACHED39%
Total $69K2 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

BLUE RIDGE COMPANIES 401(K) PLAN

401k

Assets$13.0M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE RIDGE COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$457K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE RIDGE COMPANIES 401(K) PLAN401k$13.0M3922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE RIDGE COMPANIES, INC. HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$457K2722025
Retirement plans
Welfare plans
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