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Sponsor portfolioWelfare / HealthEIN 56-6017737

WAKEMED

3000 NEW BERN AVENUE · RALEIGH, NC 276101215
9193508000
Plans filed
1
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$12.0M
No prior year
Persons covered
12,944
No prior year
Total participants
8,478
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$12.0M
WAKEMED FLEXIBLE COMPENSATION AND WELFARE BENEFITS PLAN
Mixed12,944 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.1M33.3%
Life$3.3M21.6%
Short-term disability$3.0M19.9%
Long-term disability$2.5M16.3%
Vision$1.4M9.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$8.8M73.6%1412,748
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$1.6M13.7%114,731
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$1.4M11.4%1212,944
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$149K1.2%111,197

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, RELIASTAR LIFE INSURANCE COMPANY$782K$217K$999K99.2%1
WILLIAM J. EARMANWAKE FOREST, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$5K$0$5K0.5%1
MARK C SPESSARDRALEIGH, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$1K$0$1K0.1%1
DORSEY & ASSOCIATES, INC.CUMMING, GAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$1K$0$1K0.1%1
THOMPSON SUCCESS PARTNERS, INC.MATLACHA, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$373$0$3730.0%1
R LARRY GREGORYRALEIGH, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$373$0$3730.0%1

History & trajectory

10 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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