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Sponsor portfolioWelfare / HealthEIN 56-1814206
UWHARRIE CAPITAL CORP
PO BOX 338 · ALBEMARLE, NC 280020338
7049911114
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
879
No prior year
Total participants
808
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #502$1.7M
UWHARRIE CAPITAL CORP HEALTH PLAN
Fully insured344 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #501$159K
UWHARRIE CAPITAL CORP DISABILITY PLANS STD/LTD
Fully insured231 covered·1 carrier
Primary: USABLE LIFE
Plan #504$23K
UWHARRIE CAPITAL CORP VISION PLAN
Fully insured304 covered·1 carrier
Primary: COMMUNITY EYE CARE
Plan #503$0
UWHARRIE CAPITAL CORP HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.8M | 25.5% | |
| Health | $1.7M | 24.0% | |
| Dental | $1.7M | 24.0% | |
| Prescription drug | $1.7M | 24.0% | |
| Life | $101K | 1.5% | |
| Long-term disability | $34K | 0.5% | |
| Vision | $23K | 0.3% | |
| Short-term disability | $23K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxDOth | $1.7M | 90.1% | 1 | 1 | 344 |
EIN 710505232 | LSTDLTDOth | $159K | 8.7% | 1 | 5 | 231 |
EIN 562109225 | V | $23K | 1.3% | 1 | 1 | 304 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BURCHFIELD INSURANCE GROUP INC | CONCORD, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, COMMUNITY EYE CARE, USABLE LIFE | $61K | $2K | $63K | 85.0% | 3 |
| MOSAIC GROUP SERVICES | DURHAM, NC | USABLE LIFE | $11K | $0 | $11K | 15.0% | 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