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Sponsor portfolio

QUINTEVENTS, LLC

EIN 01-0586767-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.4M premiums
Participants
368
9335 HARRIS CORNERS, SUITE 500 - CHARLOTTE, NC 28269866-834-8663
Plans on this EIN
2 filings
#001401k-$5.4M - 194 part#501Fully Insured-$1.4M - 238 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$323K
  • Vision$323K
  • Life$323K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • PRINCIPAL LIFE INSURANCE COMPANY23%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ROBERT MCLEAN72%
  • DIGITAL INSURANCE LLC23%
  • MOSAIC GROUP SERVICES6%
Total $80K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUINTEVENTS 401(K) PLAN

401k

Assets$5.4M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUINTEVENTS, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.4M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QUINTEVENTS 401(K) PLAN401k$5.4M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUINTEVENTS, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.4M2382025
Retirement plans
Welfare plans
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