Form 5500 · Employee benefit plan · BOONE, NC
SAMARITAN'S PURSE
SAMARITAN'S PURSE of BOONE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 9 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1437002 · plan 511 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUNLIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 1,416 | December | $3,246,786 | $162,339 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 617 | August | $2,069,092 | $124,585 |
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | — | 11 | December | $400 | $634 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 1,488 | December | $550,952 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 1,496 | December | $262,044 | $0 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Disability | 248 | December | $78,037 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,488 | December | $29,784 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 248 | December | $22,079 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 1,151 | December | $1,505 | $0 |
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY | — | 351 | December | $977 | — |
Questions
Who is SAMARITAN'S PURSE's benefits broker?
Per its most recent Form 5500 Schedule A, SAMARITAN'S PURSE's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SAMARITAN'S PURSE use?
SAMARITAN'S PURSE's benefit plan is written through SUNLIFE ASSURANCE COMPANY OF CANADA, among 10 disclosed carriers.
When does SAMARITAN'S PURSE's group plan renew?
The most recent Schedule A policy period for SAMARITAN'S PURSE ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAMARITAN'S PURSE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.