Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Health$1.1M
- Prescription drug$1.1M
- Dental$12K
- Vision$12K
- Life$12K
- +2 more
Sponsor portfolio
THREE OAKS BEHAVIORAL HEALTH & WELLNESS
EIN 82-3430191mental health careLatest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$1.1M premiums
Participants
241
1011 DRESSER COURT - RALEIGH, NC 27609919-514-3566threeoaksbehavioralhealth.comLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- BLUE CROSS OF CALIFORNIA99%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- GREGORY S GOLUB86%
- JAMES PEW9%
- SEQUOIA BENEFITS & INS SVCS LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THREE OAKS BEHAVIORAL HEALTH & WELLNESS 401(K) PLAN
401k
Assets$1.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THREE OAKS BEHAVIORAL HEALTH & WELLNESS
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.1M
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THREE OAKS BEHAVIORAL HEALTH & WELLNESS 401(K) PLAN | 401k | $1.2M | 154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THREE OAKS BEHAVIORAL HEALTH & WELLNESS | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.1M | 108 | 2025 |
Retirement plans
Welfare plans