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Sponsor portfolioWelfare / HealthEIN 81-2927188

SBM LIFE SCIENCE INC.

11000 WESTON PARKWAY · CARY, NC 27513
8772293724
Plans filed
1
Years active
2018–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$597K
No prior year
Persons covered
176
No prior year
Total participants
161
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$597K
SBM LIFE SCIENCE INC. EMPLOYEE BENEFITS PLAN
Mixed176 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$574K83.7%
Dental$22K3.3%
Vision$22K3.3%
Life$22K3.3%
Long-term disability$22K3.3%
Other$22K3.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
SL
$574K96.2%11135
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$22K3.8%11176

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCLYNCHBURG, VATHE GUARDIAN LIFE INSURANCE COMPANY$26K$19K$45K50.3%1
MATTHEW A ESTRELARALEIGH, NCBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$42K$0$42K46.2%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY$3K$0$3K3.6%1

History & trajectory

8 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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