PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RYAN, JAMES, WILES, PATEL & OLSEN LLP
Sponsor portfolioTH

RYAN, JAMES, WILES, PATEL & OLSEN LLP

EIN 20-8326663-medical practice-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$1.2M premiums
Participants
585
2028 LITHO PLACE, SUITE 300 - FAYETTEVILLE, NC 28304910-485-7070LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$11.9M - 320 part#501Fully Insured-$1.2M - 384 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$932K
  • Dental$189K
  • Vision$26K
  • Life$11K
  • Other$11K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • EYEMED VISION CARE2%
  • USABLE LIFE1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JAMES RAY MOZINGO63%
  • TRIANGLE INSURANCE & BENEFITS26%
  • INDEPENDENT INSURANCE GROUP INC8%
  • MOSAIC GROUP SERVICES4%
Total $15K4 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

VILLAGE FAMILY DENTAL 401(K) PLAN

401k

Assets$11.9M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RYAN, JAMES, WILES, PATEL & OLSEN LLP BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.2M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VILLAGE FAMILY DENTAL 401(K) PLAN401k$11.9M3202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RYAN, JAMES, WILES, PATEL & OLSEN LLP BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.2M3842025
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