PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PHARPOINT RESEARCH, INC.
Sponsor portfolio

PHARPOINT RESEARCH, INC.

EIN 20-4082716-research-Latest filing 2025
Plans
6
Retirement
1
$12.3M assets
Welfare
5
$2.8M premiums
Participants
722
5003 SOUTH MIAMI BLVD SUITE 100 - DURHAM, NC 27703919-433-2497pharpoint.comLinkedIn51-200 employeesresearch
Plans on this EIN
6 filings
#001401k-$12.3M - 145 part#501Fully Insured-$1.3M - 107 lives#505Fully Insured-$1.3M - 107 lives#504Fully Insured-$67K - 129 lives#503Fully Insured-$54K - 129 lives#502Fully Insured-$28K - 129 lives

Benefits portfolio analytics

5 plans / $2.8M premiums / 601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Short-term disability$67K
  • Long-term disability$54K
  • Life$28K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • PAYCHEX INSURANCE AGENCY, INC.3%
Total $133K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHARPOINT RESEARCH INC. 401(K) PLAN

401k

Assets$12.3M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHARPOINT RESEARCH, INC. HEALTH BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.3M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PHARPOINT RESEARCH, INC. DENTAL BENEFIT PLAN

Fully Insured - BLUE CROSS AND

Premiums$1.3M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PHARPOINT RESEARCH, INC. SHORT-TERM DISABILITY BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$67K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PHARPOINT RESEARCH, INC. LONG-TERM DISABILITY BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$54K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PHARPOINT RESEARCH, INC. LIFE INSURANCE AND AD&D BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$28K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHARPOINT RESEARCH INC. 401(K) PLAN401k$12.3M1452025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHARPOINT RESEARCH, INC. HEALTH BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.3M1072025
505PHARPOINT RESEARCH, INC. DENTAL BENEFIT PLANFully InsuredBLUE CROSS AND$1.3M1072025
504PHARPOINT RESEARCH, INC. SHORT-TERM DISABILITY BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$67K1292025
503PHARPOINT RESEARCH, INC. LONG-TERM DISABILITY BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$54K1292025
502PHARPOINT RESEARCH, INC. LIFE INSURANCE AND AD&D BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$28K1292025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica