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Sponsor portfolioWelfare / HealthEIN 56-0532129

DUKE UNIVERSITY

705 BROAD STREET BOX 90502 · DURHAM, NC 277080502
9196845600
Plans filed
2
Years active
2015–2024
Industry
NAICS 61
Latest filing
2024
Total premiums (latest)
$55.0M
No prior year
Persons covered
84,595
No prior year
Total participants
48,927
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #524$55.0M
DUKE UNIVERSITY WELFARE AND FRINGE BENEFITS PLAN
Fully insured84,383 covered·14 carriers
Primary: AMERITAS LIFE INSURANCE COMPANY
Plan #525$29K
DUKE UNIVERSITY RETIREE HEALTH PLAN
Self-funded212 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$29.4M51.6%
Life$12.2M21.5%
Other$4.7M8.2%
Vision$4.6M8.0%
Health$2.1M3.6%
Stop-loss$2.0M3.5%
Short-term disability$1.5M2.6%
Long-term disability$558K1.0%

Carrier overview

13 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
D
$29.4M53.5%1184,383
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
L
$12.1M22.1%1240,839
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$4.6M8.3%1147,437
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
Oth
$3.8M6.9%111,264
BLUE CROSS OF CALIFORNIA
EIN 560894904
HSL
$2.0M3.6%2214,595
HARTFORD LIFE AND ACCIDENT
EIN 060838648
STDLTD
$1.7M3.2%124,749
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
Oth
$875K1.6%1120,836
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LTD
$168K0.3%111,169
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
STD
$145K0.3%1141,982
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
L
$100K0.2%111,347
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$86K0.2%1171,487
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$4K0.0%114
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
L
$4920.0%112

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARK III BROKERAGE INCJOHNSON CITY, TNMUTUAL OF OMAHA, UNITED HEALTHCARE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE CO., THE HARTFORD LIFE AND ACCIDENT INSURANCE, LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M$3K$1.2M59.2%1
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLINCOLN NATIONAL LIFE INSURANCE CO., LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$476K$476K23.8%1
THE BENEFIT COMPANY INCCHARLOTTE, NCPRUDENTIAL INSURANCE COMPANY OF AMERICA$173K$0$173K8.7%1
MGISSALT LAKE CITY, UTTHE HARTFORD LIFE AND ACCIDENT$0$102K$102K5.1%1
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAPRINCIPAL LIFE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$37K$6K$43K2.2%1
MCGRIFF INSURANCE SERVICES INCDURHAM, NCACE AMERICAN INSURANCE COMPANY$4K$18K$21K1.1%1
NEWMAN A TOWNSENDRALEIGH, NCMASSACHUSETTS MUTUAL LIFE INSURANCE CO$30$0$300.0%1
HOLROYD AGENCYRALEIGH, NCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$12$0$120.0%1
D.L. DAVIS & COMPANY INC.WINSTONSALEM, NCMASSACHUSETTS MUTUAL LIFE INSURANCE CO$2$0$20.0%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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