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Sponsor portfolioWelfare / HealthEIN 56-0532138
WAKE FOREST UNIVERSITY
1834 WAKE FOREST ROAD · WINSTON-SALEM, NC 27109
3367584700
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
5,117
No prior year
Total participants
3,269
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$4.3M
WAKE FOREST UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN
Mixed5,117 covered·7 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #516$0
WAKE FOREST UNIVERSITY RETIREE WELFARE BENEFIT PROGRAM
Self-funded0 covered·0 carriers
Plan #510$0
WAKE FOREST UNIVERSITY FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $2.2M | 32.4% | |
| Other | $1.8M | 27.1% | |
| Life | $1.3M | 18.9% | |
| Long-term disability | $1.2M | 18.4% | |
| Vision | $212K | 3.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DV | $2.4M | 56.2% | 1 | 2 | 5,117 |
EIN 131963496 | LLTDOth | $1.2M | 29.1% | 1 | 2 | 2,665 |
EIN 916027719 | Oth | $253K | 5.9% | 1 | 1 | 126 |
EIN 010233346 | Oth | $221K | 5.2% | 1 | 1 | 114 |
EIN 421338303 | Oth | $115K | 2.7% | 1 | 1 | 910 |
EIN 620331200 | L | $38K | 0.9% | 1 | 1 | 61 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | $18K | $25K | 55.8% | 1 |
| AFFINITY LTC, LLC | FORT MYERS, FL | GENWORTH LIFE INSURANCE COMPANY | $19K | $0 | $19K | 41.5% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | NEW YORK, NY | FEDERAL INSURANCE COMPANY | $1K | $0 | $1K | 2.7% | 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