Form 5500 · Employee benefit plan · DURHAM, NC
SELF HELP SERVICES CORPORATION
The filing calls this plan SELF HELP SERVICES CORPORATION HEALTH AND WELFARE PLAN.
SELF HELP SERVICES CORPORATION of DURHAM, NC insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MCGRIFF, A MARSH & MCLENNAN AGENCY. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1849615 · plan 521 · plan year 2025, filed Jul 23, 2026
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1,311 other employer plans in North Carolina have policy years ending in December. 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
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
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.
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 11 insured contracts covering health, vision, life and disability.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 4 contracts here that do not say what they cover.
Reported premium across the insured contracts is $2,385,852, with $133,707 in disclosed broker commissions — about 5.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MCGRIFF, A MARSH & MCLENNAN AGENCY is the broker of record on 6 of the 11 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 546 | Jan 1, 2026 | $230,827 | $46,160 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 141 | Jan 1, 2026 | $1,256,202 | $22,352 |
| TELADOC HEALTH, INC. | — | 1,544 | Jan 1, 2026 | $97,758 | $14,664 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 2,038 | Jan 1, 2026 | $156,421 | $13,980 |
| UNUM INSURANCE COMPANY | — | 234 | Jan 1, 2026 | $90,235 | $13,577 |
| UNUM INSURANCE COMPANY | — | 306 | Jan 1, 2026 | $72,809 | $10,921 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 212 | Jan 1, 2026 | $84,027 | $8,403 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 27 | Jan 1, 2026 | $203,705 | $3,650 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 933 | Jan 1, 2026 | $162,477 | $0 |
| ALLONE HEALTH SOUTH, LLC | — | 913 | Jan 1, 2026 | $20,999 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 1 | Jan 1, 2026 | $10,392 | $0 |
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
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