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  2. UNITED BEVERAGES OF NORTH CAROLINA, LLC
Sponsor portfolio

UNITED BEVERAGES OF NORTH CAROLINA, LLC

EIN 57-1168244-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
1
$24.5M assets
Welfare
2
$1.6M premiums
Participants
650
105 9TH STREET NORTHWEST - HICKORY, NC 286016049828-322-1933unitedbevnc.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
3 filings
#001401k-$24.5M - 221 part#501Fully Insured-$1.6M - 205 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Life$79K
  • Short-term disability$79K
  • Long-term disability$79K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • USABLE LIFE5%
  • EYEMED VISION CARE1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • DONALD C SAVOY INC91%
  • MOSAIC GROUP SERVICES6%
  • NFP INSURANCE SERVICES INC3%
Total $63K3 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

UNITED BEVERAGES OF NORTH CAROLINA, LLC 401(K) PLAN

401k

Assets$24.5M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED BEVERAGES OF NORTH CAROLINA, LLC 125 CAFETERIA PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.6M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

UNITED BEVERAGES OF NORTH CAROLINA, LLC 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED BEVERAGES OF NORTH CAROLINA, LLC 401(K) PLAN401k$24.5M2212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED BEVERAGES OF NORTH CAROLINA, LLC 125 CAFETERIA PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.6M2052025
001UNITED BEVERAGES OF NORTH CAROLINA, LLC 401(K) PLANSelf Funded-$002024
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