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Sponsor portfolioWelfare / HealthEIN 58-1437002
SAMARITAN'S PURSE
PO BOX 3000 · BOONE, NC 28607
8282621980
- Plans filed
- 6
- Years active
- 2015–2024
- Industry
- NAICS 81
- Latest filing
- 2024
Total premiums (latest)
$6.3M
No prior year
Persons covered
1,496
No prior year
Total participants
1,496
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #511$6.3M
SAMARITAN'S PURSE WELFARE BENEFITS PLAN
Mixed1,496 covered·5 carriers
Primary: SUNLIFE ASSURANCE COMPANY OF CANADA
Plan #503$1.2M
SAMARITANS PURSE MEDCOST HEALTH PLAN
Mixed966 covered·1 carrier
Primary: HCC LIFE INSURANCE COMPANY
Plan #509$584K
SAMARITANS PURSE LONG TERM CARE PLAN
Fully insured213 covered·1 carrier
Primary: NORTHWESTERN MUTUAL
Plan #506$228K
SAMARITANS PURSE LIFE INSURANCE PLAN
Fully insured1,023 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #507$190K
SAMARITAN'S PURSE LONG TERM DISABILITY PLAN
Fully insured1,032 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #508$0
SAMARITANS PURSE CAFETERIA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $3.2M | 51.9% | |
| Health | $2.1M | 33.0% | |
| Life | $551K | 8.8% | |
| Long-term disability | $362K | 5.8% | |
| Other | $33K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $3.2M | 51.9% | 1 | 1 | 1,416 |
EIN 362739571 | H | $2.1M | 33.0% | 1 | 1 | 617 |
EIN 231503749 | LLTDOth | $866K | 13.8% | 1 | 5 | 1,496 |
EIN 510104167 | LTD | $78K | 1.2% | 1 | 1 | 248 |
EIN 362258318 | Oth | $1K | 0.0% | 1 | 2 | 351 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, SUNLIFE ASSURANCE COMPANY OF CANADA | $287K | $67K | $353K | 72.6% | 1 |
| BARBARA W DEBERRY | DURHAM, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $60K | $22K | $81K | 16.7% | 1 |
| BERRY NET OFF LLC | RALEIGH, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $12K | $12K | $23K | 4.8% | 1 |
| UMR, INC. | WAUSAU, WI | SUNLIFE ASSURANCE COMPANY OF CANADA | $0 | $13K | $13K | 2.7% | 1 |
| WILLIAM JOHN COOPER | ASHEVILLE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $5K | $4K | $9K | 1.8% | 1 |
| ARTHEA STAEGER REED | ASHEVILLE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $3K | $926 | $4K | 0.9% | 1 |
| JENNIFER MARLOWE | ASHEVILLE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $352 | $989 | $1K | 0.3% | 1 |
| RICHARD WORRELL LLC | CHARLOTTE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $335 | $191 | $526 | 0.1% | 1 |
| CAROLE H. MARTIN | ASHEVILLE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $57 | $308 | $365 | 0.1% | 1 |
| DONALD EUGENE REED | ASHEVILLE, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $26 | $312 | $338 | 0.1% | 1 |
| JAMES G. HUCKABEE | DURHAM, NC | NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | $8 | $91 | $99 | 0.0% | 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