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Sponsor portfolioWelfare / HealthEIN 88-1195406

CURI MANAGEMENT COMPANY, LLC

700 SPRING FOREST RD., SUITE 400 · RALEIGH, NC 27609
9198787506
Plans filed
1
Years active
2023–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$4.9M
No prior year
Persons covered
464
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #535$4.9M
CURI MANAGEMENT COMPANY, LLC HEALTH AND WELFARE BENEFIT WRAP PLAN
Fully insured464 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.1M27.9%
Vision$4.1M27.9%
Prescription drug$4.1M27.9%
Other$597K4.0%
Life$522K3.5%
Short-term disability$522K3.5%
Long-term disability$522K3.5%
Dental$220K1.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxV
$4.1M83.5%11464
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$522K10.6%11238
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$220K4.5%11421
GENWORTH LIFE INSURANCE COMPANY
EIN 916027719
Oth
$75K1.5%11255

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAGENWORTH LIFE INSURANCE COMPANY, THE HARTFORD$73K$13K$87K44.6%1
BARRY L. HILLRALEIGH, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$51K$0$51K26.3%1
MOSAIC GROUP SERVICESDURHAM, NCTHE HARTFORD$0$37K$37K18.8%1
CURTIS EPPRALEIGH, NCDELTA DENTAL OF NORTH CAROLINA$20K$0$20K10.3%1

History & trajectory

2 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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