Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$65K
- Other$20K
- Long-term disability$19K
- Life$11K
- Vision$10K
Sponsor portfolio
FAIRVIEW, LLC
EIN 84-4132671financial servicesLatest filing 2025
Plans
4
Retirement
1
$8.5M assets
Welfare
3
$113K premiums
Participants
462
1330 ST. MARY'S ST., SUITE 400 - RALEIGH, NC 27605919-706-4100fairviewinvest.comLinkedIn51-200 employeesfinancial services
Benefits portfolio analytics
3 plans / $113K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
64%top
- MCGRIFF INSURANCE SERVICES INC64%
- BENEFIT COMPANY, INC. (THE)30%
- THE BENEFIT COMPANY INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAIRVIEW, LLC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FAIRVIEW, LLC - DENTAL, VISION, AND ACCIDENT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$84K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
FAIRVIEW, LLC LIFE AND DISABILITY BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$29K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
FAIRVIEW, LLC MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAIRVIEW, LLC. 401(K) PROFIT SHARING PLAN | 401k | $8.5M | 138 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FAIRVIEW, LLC - DENTAL, VISION, AND ACCIDENT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $84K | 102 | 2025 | |
| 501 | FAIRVIEW, LLC LIFE AND DISABILITY BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $29K | 108 | 2025 | |
| 503 | FAIRVIEW, LLC MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans