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Sponsor portfolioWelfare / HealthEIN 47-4223933
ASPIDA FINANCIAL SERVICES, LLC
2327 ENGLERT DRIVE · DURHAM, NC 27713
9192463201
- Plans filed
- 5
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
352
No prior year
Total participants
198
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #506$2.7M
ASPIDA FINANCIAL SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully insured352 covered·5 carriers
Primary: BLUECROSS AND BLUESHIELD OF NORTH CAROLINA
Plan #502$1.7M
ASPIDA FINANCIAL SERVICES, LLC 502
Fully insured94 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #503$100K
ASPIDA FINANCIAL SERVICES, LLC 503
Fully insured79 covered·1 carrier
Primary: STARMOUNT LIFE INSURANCE COMPANY
Plan #505$92K
ASPIDA FINANCIAL SERVICES, LLC 505
Fully insured92 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$15K
ASPIDA FINANCIAL SERVICES, LLC 504
Fully insured79 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.6M | 32.6% | |
| Health | $2.3M | 29.9% | |
| Prescription drug | $2.3M | 29.9% | |
| Life | $175K | 2.2% | |
| Dental | $167K | 2.1% | |
| Short-term disability | $114K | 1.5% | |
| Long-term disability | $114K | 1.5% | |
| Vision | $19K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxOth | $2.3M | 85.5% | 1 | 1 | 176 |
EIN 010278678 | LSTDLTDOth | $209K | 7.6% | 1 | 4 | 214 |
EIN 561018068 | D | $167K | 6.1% | 1 | 1 | 352 |
EIN 061227840 | V | $19K | 0.7% | 1 | 1 | 151 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RUSSELL C CARTER | RALEIGH, NC | BLUECROSS AND BLUESHIELD OF NORTH CAROLINA | $44K | $0 | $44K | 43.8% | 1 |
| JAMES A SCOTT & SON INC | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, DELTA DENTAL OF NORTH CAROLINA, UNUM INSURANCE COMPANY | $39K | $4K | $43K | 42.7% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $0 | $14K | $14K | 13.4% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | VISION SERVICE PLAN | $102 | $0 | $102 | 0.1% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71 | $0 | $71 | 0.1% | 1 |
History & trajectory
4 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