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Sponsor portfolioWelfare / HealthEIN 38-4066461

BLUE ACORN ICI, INC.

4000 WESTCHASE BOULEVARD, SUITE 280 · RALEIGH, NC 27607
9196099419
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
314
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
BLUE ACORN, LLC EMPLOYEE BENEFITS PLAN
Fully insured314 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M30.8%
Vision$1.4M30.8%
Prescription drug$1.4M30.8%
Dental$107K2.3%
Other$80K1.8%
Life$52K1.1%
Short-term disability$52K1.1%
Long-term disability$52K1.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxV
$1.4M88.2%11313
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$107K6.7%11314
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$52K3.3%11314
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$23K1.4%1150
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$5K0.3%1130

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FRANK WOODY IIIDURHAM, NCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$41K$0$41K55.5%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILDELTA DENTAL OF NORTH CAROLINA, UNUM INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES DBA LEGALSHIELD$16K$3K$19K26.0%1
IMA, INC.WICHITA, KSDELTA DENTAL OF NORTH CAROLINA, UNUM INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES DBA LEGALSHIELD$4K$1K$5K6.9%1
LUKE FERGUSONCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$5K$0$5K6.4%1
MOSAIC GROUP SERVICESDURHAM, NCUNUM INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$3K$1K$4K5.1%1

History & trajectory

3 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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