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Sponsor portfolioWelfare / HealthEIN 56-0812560
CAROLINA FRIENDS SCHOOL, INC.
4809 FRIENDS SCHOOL ROAD · DURHAM, NC 27705
9193836602
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
122
No prior year
Total participants
99
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 32.4% | |
| Dental | $1.3M | 32.4% | |
| Prescription drug | $1.3M | 32.4% | |
| Other | $38K | 0.9% | |
| Life | $35K | 0.9% | |
| Long-term disability | $35K | 0.9% | |
| Vision | $9K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxD | $1.3M | 96.5% | 1 | 1 | 122 |
EIN 350145825 | LLTDOth | $35K | 2.6% | 1 | 1 | 99 |
EIN 560894904 | V | $9K | 0.7% | 1 | 1 | 108 |
EIN 590781901 | Oth | $3K | 0.2% | 1 | 1 | 13 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | MORRISVILLE, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | $56K | $61K | 98.2% | 1 |
| WILLIAM WALTON | DURHAM, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $694 | $0 | $694 | 1.1% | 1 |
| AMERICAN UNITED LIFE | INDIANAPOLIS, IN | AMERICAN UNITED LIFE INSURANCE COMPANY | $424 | $0 | $424 | 0.7% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.0% | 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