Assets by plan
Share of aggregate retirement assets
Filings through .
Workplace Options, LLC
EIN 20-2699271mental health careLatest filing 2025
Plans
3
Retirement
2
$25.2M assets
Health & Benefits
1
$703K premiums
Participants
978
3020 HIGHWOODS BOULEVARD - RALEIGH, NC 27604919-834-6506workplaceoptions.comLinkedIn1001-5000 employeesmental health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $25.2M assets / 622 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ASCENSUS LLC$25.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $703K premiums / 422 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$261K
- Vision$261K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- Other$251K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WORKPLACE OPTIONS, LLC RETIREMENT SAVINGS PLAN
401(k)
Assets$24.4M
Participants512
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WORKPLACE OPTIONS, LLC GOVERNMENT CONTRACTORS RETIREMENT PLAN
Profit-sharing
Assets$857K
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WORKPLACE OPTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured - DELTA DENTAL OF NORTH CAROLINA
Premiums$703K
Covered lives422
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WORKPLACE OPTIONS, LLC RETIREMENT SAVINGS PLAN | 401(k) | $24.4M | 512 | 2025 |
| #003 | WORKPLACE OPTIONS, LLC GOVERNMENT CONTRACTORS RETIREMENT PLAN | Profit-sharing | $857K | 110 | 2025 |
- #002 · 401(k) · 2025512
- #003 · Profit-sharing · 2025110
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WORKPLACE OPTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully insured | DELTA DENTAL OF NORTH CAROLINA | $703K | 422 | 2025 |
- #502 · Fully insured · DELTA DENTAL OF NORTH CAROLINA · 2025422
Retirement plans
Health & Benefits plans