Form 5500 · Employee benefit plan · ROSE HILL, NC
NASH JOHNSON & SONS FARMS, INC.
The filing calls this plan NASH JOHNSON & SONS FARMS, INC. EMPLOYEE WELFARE BENEFIT PLAN.
Public Form 5500 records show how NASH JOHNSON & SONS FARMS, INC. of ROSE HILL, NC, a agriculture employer, structures its employee benefits. Its broker of record is SAGS JOINT VENTURE. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0738561 · plan 501 · plan year 2025, filed Aug 21, 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
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits, 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
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $6,790,425, with $568,072 in disclosed broker commissions — about 8.4% of premium.
The health contract's policy period ended in May, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
SAGS JOINT VENTURE is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including BLUE CROSS AND BLUE SHIELD OF LOUISIANA, DELTA DENTAL OF NORTH CAROLINA, METROPOLITAN LIFE INSURANCE COMPANY and UNUM INSURANCE COMPANY. BLUE CROSS AND BLUE SHIELD OF LOUISIANA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 750 | Jan 1, 2026 | $623,608 | $260,168 |
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health | 602 | Jun 1, 2025 | $4,402,654 | $132,080 |
| DELTA DENTAL OF NORTH CAROLINA | Dental | 3,830 | Jan 1, 2026 | $817,476 | $81,416 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 5,932 | Jan 1, 2026 | $767,946 | $76,544 |
| COMMUNITY EYE CARE | Vision | 3,659 | Jan 1, 2026 | $178,741 | $17,864 |
Premium and claims on these contracts
BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 75826FF2. For the contract year on this filing, the carrier reported $4,402,654 in premium earned and $4,982,630 in claims incurred. Dividing one by the other gives 113%.
DELTA DENTAL OF NORTH CAROLINA, contract 10220. For the contract year on this filing, the carrier reported $816,538 in premium earned and $569,607 in claims incurred. Dividing one by the other gives 70%.
- BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 75826FF2 reported $722,036 in retention.
- DELTA DENTAL OF NORTH CAROLINA, contract 10220 reported $188,783 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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).
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