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Sponsor portfolioWelfare / HealthEIN 56-1922385

MONARCH

350 PEE DEE AVE STE A · ALBEMARLE, NC 280014932
7049861500
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$622K
No prior year
Persons covered
608
No prior year
Total participants
619
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$622K
MONARCH EMPLOYEE BENEFIT PLAN
Fully insured608 covered·3 carriers
Primary: AMERICAN FIDELITY ASSURANCE COMPANY
Plan #505$0
MONARCH FLEX PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$535K83.0%
Other$87K13.4%
Life$23K3.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN FIDELITY ASSURANCE COMPANY
EIN 730714500
H
$535K86.1%11608
QBE INSURANCE
EIN 222311816
Oth
$64K10.3%11608
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LOth
$23K3.7%11608

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KEY BENEFIT ADMINISTRATORS, INCFISHERS, INSUN LIFE INSURANCE COMPANY, QBE INSURANCE CORPORATION$9K$0$9K100.0%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
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