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Sponsor portfolioWelfare / HealthEIN 13-0432265

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

220 LEIGH FARM RD · DURHAM, NC 277078110
9194024648
Plans filed
3
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$469K
No prior year
Persons covered
81
No prior year
Total participants
98
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$10.4M
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS WELFARE PLAN
Fully insured1,402 covered·11 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #507$469K
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POST 65 RETIREE MEDICAL PLAN
Fully insured81 covered·2 carriers
Primary: EXPRESS SCRIPTS, INC.
Plan #505$0
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$281K59.9%
Health$188K40.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 431420563
Rx
$281K59.9%1181
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
H
$188K40.1%1181

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMWINSNORTH KINGSTOWN, RITRANSAMERICA INSURANCE CO, EXPRESS SCRIPTS, INC.$40K$0$40K83.2%1
AON CONSULTING INCCHICAGO, ILTRANSAMERICA INSURANCE CO, EXPRESS SCRIPTS, INC.$8K$0$8K16.8%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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