Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.2M
- Health$2.1M
- Life$551K
- Long-term disability$362K
- Other$33K
Sponsor portfolioTH
SAMARITAN'S PURSE
EIN 58-1437002non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$180.6M assets
Welfare
1
$6.3M premiums
Participants
4,101
801 BAMBOO RD - BOONE, NC 286078721828-262-1980samaritanspurse.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 1,496 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- SUN LIFE ASSURANCE COMPANY OF CANADA52%
- UNITEDHEALTHCARE INSURANCE COMPANY33%
- LIFE INSURANCE COMPANY OF NORTH AMERICA14%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
- NORTHWESTERN MUTUAL0%
Broker market share
Schedule A broker compensation
73%top
- LOCKTON COMPANIES, LLC73%
- BARBARA W DEBERRY17%
- BERRY NET OFF LLC5%
- UMR, INC.3%
- WILLIAM JOHN COOPER2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAMARITAN'S PURSE 401(K) RETIREMENT PLAN
401k
Assets$180.6M
Participants2,605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
SAMARITAN'S PURSE WELFARE BENEFITS PLAN
Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA
Premiums$6.3M
Covered lives1,496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAMARITAN'S PURSE 401(K) RETIREMENT PLAN | 401k | $180.6M | 2,605 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | SAMARITAN'S PURSE WELFARE BENEFITS PLAN | Mixed | SUNLIFE ASSURANCE COMPANY OF CANADA | $6.3M | 1,496 | 2024 |
Retirement plans
Welfare plans