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Sponsor portfolio

CAROLINA HOME MEDICAL INC

EIN 56-1987279-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$409K premiums
Participants
866
1301 COMMERCE DRIVE - NEW BERN, NC 28562252-639-9006
Plans on this EIN
2 filings
#001401k-$20.3M - 420 part#501Fully Insured-$409K - 446 lives

Benefits portfolio analytics

1 plan / $409K premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$265K
  • Stop-loss$265K
  • Dental$144K
  • Vision$144K
  • Life$144K
  • Other$144K
Total $409K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • BLUE CROSS OF CALIFORNIA65%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
Total $409K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EBENCONCEPTS COMPANY100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$20.3M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA HOME MEDICAL INC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$409K
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST401k$20.3M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA HOME MEDICAL INC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$409K4462025
Retirement plans
Welfare plans
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