Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Vision$4.1M
- Prescription drug$4.1M
- Other$597K
- Life$522K
- Short-term disability$522K
- +2 more
Sponsor portfolio
CURI MANAGEMENT COMPANY, LLC
EIN 88-1195406Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$66.3M assets
Welfare
1
$4.9M premiums
Participants
305
700 SPRINT FOREST RD., SUITE 400 - RALEIGH, NC 27609919-878-7506
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 464 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- HARTFORD LIFE AND ACCIDENT11%
- DELTA DENTAL OF CALIFORNIA4%
- GENWORTH LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
45%top
- MARSH & MCLENNAN AGENCY LLC45%
- BARRY L. HILL26%
- MOSAIC GROUP SERVICES19%
- CURTIS EPP10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CURI 401(K) PLAN
401k
Assets$66.3M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#535
CURI MANAGEMENT COMPANY, LLC HEALTH AND WELFARE BENEFIT WRAP PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$4.9M
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CURI 401(K) PLAN | 401k | $66.3M | 305 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 535 | CURI MANAGEMENT COMPANY, LLC HEALTH AND WELFARE BENEFIT WRAP PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $4.9M | 464 | 2024 |
Retirement plans
Welfare plans