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Sponsor portfolioWelfare / HealthEIN 56-1782982

ROBERT E MASON AND ASSOCIATES, INC.

1726 N GRAHAM ST · CHARLOTTE, NC 28206
7043754464
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
330
No prior year
Total participants
328
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$4.3M
ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured330 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$4.1M60.0%
Other$903K13.3%
Health$722K10.6%
Prescription drug$722K10.6%
Life$163K2.4%
Long-term disability$163K2.4%
Vision$49K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxDOth
$4.1M94.7%12286
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$163K3.8%11328
COMMUNITY EYE CARE
EIN 562109225
V
$49K1.1%11330
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$18K0.4%11315
MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.
EIN 561560450
$00.0%11308

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GASTON H GAGE JRCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$228K$0$228K89.5%1
GAGE BENEFIT ADVISORS INCCHARLOTTE, NCCOMMUNITY EYE CARE, ZURICH AMERICAN INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$18K$0$18K7.2%1
MCLAUGHLIN YOUNG EMPLOYEE SERVICESCHARLOTTE, NCMCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.$0$8K$8K3.3%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
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