# SAMARITAN'S PURSE WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **SAMARITAN'S PURSE**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SAMARITAN'S PURSE |
| EIN | 581437002 |
| Plan number | 511 |
| Plan year | 2025 |
| Location | BOONE, NC |
| Industry | non-profit organization management |
| Funding | mixed |
| Total premiums | $8.4M |
| Participants | 1,659 |
| Persons covered | 1,659 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Stop-loss |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | Other |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, LTD, Other |
| DELAWARE AMERICAN LIFE INSURANCE COMPANY | LTD, Life |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | SUNLIFE ASSURANCE COMPANY OF CANADA |
| UNITED HEALTHCARE SERVICES, INC. | SUNLIFE ASSURANCE COMPANY OF CANADA |
| LOCKTON COMPANIES, LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| BARBARA W DEBERRY | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| BERRY NET OFF LLC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| WILLIAM JOHN COOPER | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| ARTHEA STAEGER REED | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| JENNIFER MARLOWE | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| CAROLE H. MARTIN | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| DONALD EUGENE REED | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| RICHARD WORRELL LLC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| JAMES G. HUCKABEE | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| C.A. ROBINSON INTEREST LLC | DELAWARE AMERICAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/581437002-511
- Cite as: PlanOptica, https://planoptica.com/welfare/581437002-511
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers