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Sponsor portfolioWelfare / HealthEIN 58-2085335

NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC.

3 TERRACE WAY, SUITE D · GREENSBORO, NC 27403
3364822853
Plans filed
1
Years active
2017–2026
Industry
NAICS 81
Latest filing
2026
Total premiums (latest)
$2.0M
No prior year
Persons covered
225
No prior year
Total participants
145
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. EMPLOYEE BENEFIT PLAN
Fully insured225 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M36.7%
Prescription drug$1.6M36.7%
Dental$251K5.8%
Life$251K5.8%
Short-term disability$251K5.8%
Long-term disability$251K5.8%
Other$130K3.0%
Vision$16K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$1.6M80.0%11174
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLSTDLTD
$251K12.7%11225
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$104K5.2%1174
AFLAC
EIN 570514130
Oth
$26K1.3%1130
VISION SERVICE PLAN
EIN 061227840
V
$16K0.8%11117

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAPRINCIPAL LIFE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN$33K$0$33K39.5%1
CHARLES S JONESGREENSBORO, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$19K$0$19K22.7%1
JOHN F ROSSER JRGREENSBORO, NCUNUM LIFE INSURANCE COMPANY OF AMERICA$17K$0$17K20.9%1
MOSAIC GROUP SERVICESDURHAM, NCPRINCIPAL LIFE INSURANCE COMPANY$0$11K$11K14.0%1
BRANDON HARVEYHIGH POINT, NCCONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K2.2%1
SELECT BNFT SOLUTION LLCKERNERSVILLE, NCCONTINENTAL AMERICAN INSURANCE COMPANY$404$0$4040.5%1
BROWN & BROWN INSURANCE SERVICESHIGH POINT, NCCONTINENTAL AMERICAN INSURANCE COMPANY$147$0$1470.2%1
JEREMY M HASKELLRALEIGH, NCCONTINENTAL AMERICAN INSURANCE COMPANY$54$0$540.1%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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