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Sponsor portfolioWelfare / HealthEIN 56-6087383

ALLEGACY FEDERAL CREDIT UNION

1691 WESTBROOK PLAZA DR · WINSTON-SALEM, NC 27103
3367742801
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$788K
No prior year
Persons covered
707
No prior year
Total participants
419
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$788K
ALLEGACY FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Mixed707 covered·5 carriers
Primary: DELTA DENTAL OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$398K23.8%
Dental$347K20.8%
Life$294K17.6%
Short-term disability$294K17.6%
Long-term disability$294K17.6%
Vision$43K2.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$347K44.0%11635
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$294K37.3%11414
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 954077789
Oth
$69K8.8%12272
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135881829
V
$43K5.5%11707
PROSPERITY LIFE GROUP
EIN 134144857
Oth
$35K4.4%11221

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDWINSTON SALEM, NCTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF NORTH CAROLINA, PROSPERITY LIFE GROUP, WELLFLEET INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$146K$0$146K84.8%1
BRUCE CROHN LLCCRANSTON, RITHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$0$21K$21K12.1%1
BAFFIN BAY MARKETING GROUP, LLCAUSTIN, TXWELLFLEET INSURANCE COMPANY$3K$0$3K2.0%1
TYLER JACOB FEROLEWISVILE, NCPROSPERITY LIFE GROUP, WELLFLEET INSURANCE COMPANY$2K$0$2K1.1%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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