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Sponsor portfolio

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.

EIN 58-2085335-mental health care-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$2.0M premiums
Participants
313
3-D TERRACE WAY - GREENSBORO, NC 27403336-547-0607nbcc.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$7.7M - 181 part#501Fully Insured-$2.0M - 228 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$251K
  • Life$251K
  • Short-term disability$251K
  • Long-term disability$251K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • AFLAC1%
  • VISION SERVICE PLAN1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MARSH & MCLENNAN AGENCY LLC40%
  • CHARLES S JONES23%
  • JOHN F ROSSER JR21%
  • MOSAIC GROUP SERVICES14%
  • BRANDON HARVEY2%
  • +3 more
Total $82K8 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

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN

401k

Assets$7.7M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.0M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN401k$7.7M1812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.0M2282025
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