Plan Ledger DOL Form 5500 · updated monthly

Uwharrie Capital Corpbenefits

Uwharrie Capital Corp Health Reimbursement Plan · ALBEMARLE, NC · plan year 2025

Broker compensation reported · 2025
$73,735

Uwharrie Capital Corp's benefits plans covered 205 active participants in 2025, providing health · other. Insurance brokers and agents were paid $73,735 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $360 per covered person, above the median for employer plans that report broker pay. Broker pay fell 32% from $108,562 in 2024.

Insurance contracts · 20257
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental ppopremiums n/a · 344 covered
COMMUNITY EYE CARE · visionpremiums n/a · 304 covered
USABLE LIFE · stdpremiums n/a · 106 covered
USABLE LIFE · lifepremiums n/a · 156 covered
USABLE LIFE · lifepremiums n/a · 231 covered
USABLE LIFEpremiums n/a · 156 covered
USABLE LIFE · ltdpremiums n/a · 189 covered
Brokers & agents paid · 20252
BURCHFIELD INSURANCE AGENCY$62,675 · incl $2,168 fees
Also brokered by Burchfield Insurance Agency1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 561814206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.