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Sponsor portfolioTH

BLUE RIDGE HEALTHCARE

EIN 56-2150313-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$113.3M assets
Welfare
1
$1.5M premiums
Participants
4,978
2201 SOUTH STERLING STREET - MORGANTON, NC 286554044828-580-5633LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$113.3M - 3,612 part#505Mixed-$1.5M - 2,015 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,015 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Vision$174K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA88%
  • COMMUNITY EYE CARE12%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • HYLANT GROUP INC41%
  • MARSH & MCLENNAN AGENCY LLC27%
  • MERCER HEALTH AND BENEFITS, LLC22%
  • CHILD HEALTH CORPORATION OF AMERICA11%
Total $166K4 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 HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

403b

Assets$113.3M
Participants3,612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

BLUE RIDGE HEALTHCARE EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.5M
Covered lives2,015
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN403b$113.3M3,6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505BLUE RIDGE HEALTHCARE EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.5M2,0152025
Retirement plans
Welfare plans
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