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Sponsor portfolio

GUERBET AMERICA LLC

EIN 83-0724239-Latest filing 2025
Plans
3
Retirement
1
$65.9M assets
Welfare
2
$6.9M premiums
Participants
1,659
8800 DURANT RD - RALEIGH, NC 27616314-376-4877
Plans on this EIN
3 filings
#001401k-$65.9M - 744 part#501Mixed-$6.9M - 882 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.9M premiums / 882 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$491K
  • Other$391K
  • Life$374K
  • Long-term disability$129K
  • +1 more
Total $6.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $6.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $290K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GUERBET RETIREMENT SAVINGS PLAN

401k

Assets$65.9M
Participants744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUERBET WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.9M
Covered lives882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GUERBET, LLC SEVERANCE PAY PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GUERBET RETIREMENT SAVINGS PLAN401k$65.9M7442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUERBET WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.9M8822025
502GUERBET, LLC SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
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