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Sponsor portfolioWelfare / HealthEIN 56-0928467
PARKER POE ADAMS & BERNSTEIN LLP
620 SOUTH TRYON STREET · CHARLOTTE, NC 28202
7043359499
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$982K
No prior year
Persons covered
616
No prior year
Total participants
486
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$982K
PARKER POE ADAMS & BERNSTEIN LLP WELFARE BENEFIT PLAN
Mixed616 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$392K
PARKER POE ADAMS AND BERNSTEIN LIFE INSURANCE AND LONG TERM DISABILITY PLAN
Fully insured365 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$0
PARKER POE ADAMS AND BERNSTEIN CAFETERIA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $521K | 25.8% | |
| Life | $519K | 25.7% | |
| Long-term disability | $519K | 25.7% | |
| Dental | $370K | 18.3% | |
| Vision | $92K | 4.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $519K | 52.8% | 1 | 1 | 265 |
EIN 135123390 | D | $370K | 37.6% | 1 | 1 | 369 |
EIN 562109225 | V | $92K | 9.3% | 1 | 1 | 616 |
EIN 250687550 | Oth | $2K | 0.2% | 1 | 1 | 484 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES WILLIAM DEUINK | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $44K | $0 | $44K | 39.3% | 1 |
| USI INSURANCE SERVICES LLC | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA, COMMUNITY EYE CARE | $28K | $7K | $35K | 30.9% | 1 |
| GREG I HINRICHS | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $34K | $0 | $34K | 29.8% | 1 |
History & trajectory
11 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