PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. COLLEGE FOUNDATION INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 56-6046937

COLLEGE FOUNDATION INC

2917 HIGHWOODS BLVD · RALEIGH, NC 276041004
9198342893
Plans filed
3
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
207
No prior year
Total participants
491
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.8M
COLLEGE FOUNDATION INC GROUP INSURANCE PLAN
Fully insured207 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #502$0
COLLEGE FOUNDATION, INC. SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #503$0
COLLEGE FOUNDATION, INC. POST RETIREMENT BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M39.8%
Prescription drug$1.6M39.8%
Other$200K5.0%
Dental$140K3.5%
Vision$140K3.5%
Short-term disability$140K3.5%
Long-term disability$140K3.5%
Life$59K1.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$1.6M88.8%11207
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVSTDLTDOth
$140K7.8%11142
USABLE LIFE
EIN 710505232
LOth
$59K3.3%11142
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$7500.0%11142

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILUSABLE LIFE, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K$6K$12K54.4%1
MARK S METTILLESAINT PETERSBURG, FLGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K$0$7K30.5%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$3K$0$3K14.6%1
MCGRIFF INSURANCE SERVICES INCRESEARCH TRIANGLE PARK, NCHARTFORD LIFE AND ACCIDENT$113$0$1130.5%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica