Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Life$177K
- Short-term disability$177K
- Long-term disability$177K
- Other$177K
- +1 more
Filings through .
Raftelis Financial Consultants
EIN 20-1054069Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
1
$50.8M assets
Health & Benefits
3
$2.3M premiums
Participants
802
227 WEST TRADE STREET SUITE 1400 - CHARLOTTE, NC 28202704-910-8961
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $2.3M premiums / 818 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RAFTELIS FINANCIAL CONSULTANTS, INC. 401K PLAN
401(k)
Assets$50.8M
Participants241
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH AND DENTAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives390
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
RAFTELIS FINANCIAL CONSULTANTS, INC. LIFE AND DISABILITY PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$177K
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN
Fully insured - COMMUNITY EYE CARE
Premiums$31K
Covered lives241
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RAFTELIS FINANCIAL CONSULTANTS, INC. 401K PLAN | 401(k) | $50.8M | 241 | 2025 |
- #002 · 401(k) · 2025241
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH AND DENTAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.1M | 390 | 2025 |
| #502 | RAFTELIS FINANCIAL CONSULTANTS, INC. LIFE AND DISABILITY PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $177K | 187 | 2025 |
| #503 | RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN | Fully insured | COMMUNITY EYE CARE | $31K | 241 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025390
- #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025187
- #503 · Fully insured · COMMUNITY EYE CARE · 2025241
Retirement plans
Health & Benefits plans