Form 5500 · Employee benefit plan · FLAT ROCK, NC
HOSPICE OF HENDERSON COUNTY
The filing calls this plan FOUR SEASONS HOSPICE EMPLOYEE BENEFIT PLAN.
HOSPICE OF HENDERSON COUNTY of FLAT ROCK, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1252665 · plan 501 · plan year 2025, filed Nov 12, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
86 other employer plans in North Carolina have policy years ending in July. 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: death benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 449 people.
Reported premium across the insured contracts is $744,379, with $160,877 in disclosed broker commissions — about 22% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: SUN LIFE ASSURANCE COMPANY OF CANADA and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Health, Dental, Vision, Life, Disability | 449 | Aug 1, 2025 | $696,921 | $148,434 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Life | 96 | Aug 1, 2025 | $47,458 | $12,443 |
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.
Reported to OSHA
Reported to OSHA for 2025: 572 employees, 14 recordable cases, 311 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in North Carolina. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
86 other employer plans in North Carolina are August 1 renewals (policy year ends July).
Their policy years end in July, like this plan’s, so most renew August 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.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in North Carolina — largest plans, brokers, carriers and renewal months.