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
Sponsor portfolio
RAFTELIS FINANCIAL CONSULTANTS, INC.
EIN 20-1054069Latest filing 2025
Plans
4
Retirement
1
$40.5M assets
Welfare
3
$2.3M premiums
Participants
787
227 WEST TRADE STREET, SUITE 1400 - CHARLOTTE, NC 28202704-910-8961
Benefits portfolio analytics
3 plans / $2.3M premiums / 818 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- COMMUNITY EYE CARE1%
Broker market share
Schedule A broker compensation
100%top
- BURCHFIELD INSURANCE GROUP INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RAFTELIS FINANCIAL CONSULTANTS, INC. 401K PLAN
401k
Assets$40.5M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH AND DENTAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
RAFTELIS FINANCIAL CONSULTANTS, INC. LIFE AND DISABILITY PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$177K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN
Fully Insured - COMMUNITY EYE CARE
Premiums$31K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RAFTELIS FINANCIAL CONSULTANTS, INC. 401K PLAN | 401k | $40.5M | 226 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans