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Sponsor portfolioWelfare / HealthEIN 56-1630158
THE FOREST AT DUKE
2701 PICKETT ROAD · DURHAM, NC 27705
9194908000
- Plans filed
- 4
- Years active
- 2016–2026
- Industry
- NAICS 62
- Latest filing
- 2026
Total premiums (latest)
$2.2M
No prior year
Persons covered
836
No prior year
Total participants
636
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$1.9M
THE FOREST AT DUKE MEDICAL PLAN
Fully insured182 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
Plan #501$196K
THE FOREST AT DUKE LIFE AND DISABILITY PLAN
Fully insured259 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #502$82K
THE FOREST AT DUKE DENTAL PLAN
Fully insured232 covered·1 carrier
Primary: METROPOLITAN LIFE INSRUANCE COMPANY
Plan #504$15K
THE FOREST AT DUKE VISION PLAN
Fully insured163 covered·1 carrier
Primary: SUPERIOR VISION PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 42.2% | |
| Prescription drug | $1.9M | 42.2% | |
| Life | $196K | 4.5% | |
| Short-term disability | $196K | 4.5% | |
| Long-term disability | $196K | 4.5% | |
| Dental | $82K | 1.9% | |
| Vision | $15K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRx | $1.9M | 86.4% | 1 | 1 | 182 |
EIN 060838648 | LSTDLTD | $196K | 9.1% | 1 | 1 | 259 |
EIN 135581829 | D | $82K | 3.8% | 1 | 1 | 232 |
EIN 135581829 | V | $15K | 0.7% | 1 | 1 | 163 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FRANK WOODY III | DURHAM, NC | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $57K | $0 | $57K | 60.5% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSRUANCE COMPANY, SUPERIOR VISION PLAN | $21K | $2K | $23K | 24.9% | 3 |
| MOSAIC GROUP SERVICES | DURHAM, NC | HARTFORD LIFE AND ACCIDENT | $0 | $14K | $14K | 14.6% | 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