PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EARLY YEARS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 56-1514058

EARLY YEARS, INC.

P.O. BOX 901 · CHAPEL HILL, NC 27514
9199673272
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$133K
No prior year
Persons covered
131
No prior year
Total participants
131
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$133K
EARLY YEARS, INC. WELFARE BENEFIT PLAN
Mixed131 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$63K45.7%
Long-term disability$31K22.4%
Other$30K21.9%
Vision$8K6.0%
Life$6K4.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$71K53.9%1275
USABLE LIFE
EIN 710505232
LLTDOth
$61K46.1%15131

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUSABLE LIFE, SUN LIFE ASSURANCE COMPANY OF CANADA$16K$77$16K62.9%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$4K$0$4K16.5%1
ASSUREDPARTNERSBLUE BELL, PASUN LIFE ASSURANCE COMPANY OF CANADA$4K$0$4K13.7%1
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAUSABLE LIFE$0$1K$1K4.2%1
FLORES AND ASSOCIATESCHARLOTTE, NCSUN LIFE ASSURANCE COMPANY OF CANADA$0$711$7112.8%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica