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Sponsor portfolioWelfare / HealthEIN 84-1169358

POWERSECURE, INC.

4068 STIRRUP CREEK DRIVE · DURHAM, NC 27703
9195563056
Plans filed
1
Years active
2016–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,474
No prior year
Total participants
909
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
POWERSECURE, INC. FLEXIBLE BENEFIT PLAN
Mixed1,474 covered·4 carriers
Primary: AMERITAS LIFE INSURANCE CORP.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$636K23.4%
Vision$636K23.4%
Life$523K19.3%
Other$478K17.6%
Short-term disability$226K8.3%
Long-term disability$216K7.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$961K51.6%14894
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$636K34.1%111,474
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$199K10.7%11213
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
L
$66K3.6%1177

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCLIFE INSURANCE COMPANY OF NORTH AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, AMERITAS LIFE INSURANCE CORP., AMERICAN HERITAGE LIFE INSURANCE COMPANY$220K$0$220K68.0%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCSUN LIFE ASSURANCE COMPANY OF CANADA, AMERITAS LIFE INSURANCE CORP.$83K$20K$102K31.6%1
HIPP MICHAELGREENSBORO, NCAMERICAN HERITAGE LIFE INSURANCE COMPANY$1K$0$1K0.5%1
THE BENEFIT COMPANY INCCOLUMBIA, SCAMERICAN HERITAGE LIFE INSURANCE COMPANY$25$0$250.0%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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