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Sponsor portfolio

FAMILIES AND COMMUNITIES RISING, INC.

EIN 58-2046321-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.9M premiums
Participants
320
4220 NC HIGHWAY 55, SUITE 330 - DURHAM, NC 27713919-490-5577
Plans on this EIN
2 filings
#001401k-$7.9M - 201 part#501Mixed-$1.9M - 182 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$19K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • WILLIAM MICHELSEN68%
  • DIGITAL INSURANCE LLC10%
  • PAYCHEX INSURANCE AGENCY, INC.10%
  • CENTRO BENEFITS RESEARCH LLC9%
  • WILLIS TOWERS WATSON US LLC1%
  • +3 more
Total $61K8 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

FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.9M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILIES AND COMMUNITIES RISING, INC. SECTION 125 PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.9M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST401k$7.9M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILIES AND COMMUNITIES RISING, INC. SECTION 125 PLANMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.9M1822025
Retirement plans
Welfare plans
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