Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$303K
- Short-term disability$303K
- Long-term disability$303K
- Other$303K
- Dental$242K
- Vision$242K
Sponsor portfolioTH
O.R. COLAN ASSOCIATES, LLC
EIN 01-0780018Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$545K premiums
Participants
742
7005 SHANNON WILLOW ROAD, SUITE 100 - CHARLOTTE, NC 28226704-529-3115
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $545K premiums / 254 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY56%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY44%
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- INTEGRATED ENROLLMENT & TECHNOLOGY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
O.R. COLAN ASSOCIATES 401(K) PLAN
401k
Assets$27.6M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O.R. COLAN ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$545K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | O.R. COLAN ASSOCIATES 401(K) PLAN | 401k | $27.6M | 488 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O.R. COLAN ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $545K | 254 | 2025 |
Retirement plans
Welfare plans