Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Vision$1.8M
- Prescription drug$1.8M
- Life$145K
- Short-term disability$145K
- Long-term disability$145K
- +2 more
Sponsor portfolio
BIOTAGE, LLC
EIN 04-3535072Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$2.0M premiums
Participants
292
10430 HARRIS OAKS BLVD, SUITE C - CHARLOTTE, NC 28269704-654-4900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- USABLE LIFE7%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
42%top
- USI INSURANCE SERVICES LLC42%
- DAVID SIMAS39%
- MOSAIC GROUP SERVICES19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIOTAGE 401(K) PLAN
401k
Assets$29.5M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BIOTAGE LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.0M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIOTAGE 401(K) PLAN | 401k | $29.5M | 182 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIOTAGE LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.0M | 210 | 2025 |
Retirement plans
Welfare plans