Form 5500 · Employee benefit plan · SALISBURY, NC
CATAWBA COLLEGE
The filing calls this plan CATAWBA COLLEGE GROUP LIFE INSURANCE PLAN.
CATAWBA COLLEGE of SALISBURY, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is J. ARTHUR DAIL, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0530251 · plan 502 · plan year 2025, filed Jan 29, 2026
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119 other employer plans in North Carolina have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, life, through SUN LIFE ASSURANCE COMPANY OF CANADA, covering 305 people.
Reported premium across the insured contracts is $61,585, with $8,815 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in May, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 305 | Jun 1, 2025 | $61,585 | $8,815 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
119 other employer plans in North Carolina are June 1 renewals (policy year ends May).
Their policy years end in May, like this plan’s, so most renew June 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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