Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORKPLACE BENEFITS
EIN 20-2699271mental health careLatest filing 2025
Plans
3
Retirement
2
$21.8M assets
Welfare
1
$703K premiums
Participants
1,195
3020 HIGHWOODS BOULEVARD - RALEIGH, NC 27604919-834-6506workplaceoptions.comLinkedIn1001-5000 employeesmental health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.8M assets / 839 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- ASCENSUS LLC100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $703K premiums / 422 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
37%top
- DELTA DENTAL OF CALIFORNIA37%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA36%
- BLUE CROSS OF CALIFORNIA27%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WORKPLACE OPTIONS, LLC RETIREMENT SAVINGS PLAN
401k
Assets$20.8M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WORKPLACE OPTIONS, LLC GOVERNMENT CONTRACTORS RETIREMENT PLAN
ProfitSharing
Assets$998K
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WORKPLACE OPTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - DELTA DENTAL OF NORTH CAROLINA
Premiums$703K
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WORKPLACE OPTIONS, LLC RETIREMENT SAVINGS PLAN | 401k | $20.8M | 615 | 2024 | |
| 003 | WORKPLACE OPTIONS, LLC GOVERNMENT CONTRACTORS RETIREMENT PLAN | ProfitSharing | $998K | 224 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans