Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$839K
- Prescription drug$839K
Sponsor portfolio
PEERLESS SURGICAL
EIN 26-0008799Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$839K premiums
Participants
229
5275 PARKWAY PLAZA BLVD BLDG 12, STE 150 - CHARLOTTE, NC 28217980-335-0468
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $839K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
100%top
- WENDY PACE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PEERLESS SURGICAL 401(K) PLAN
401k
Assets$4.6M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PEERLESS SURGICAL MEDICAL BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$839K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEERLESS SURGICAL 401(K) PLAN | 401k | $4.6M | 128 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PEERLESS SURGICAL MEDICAL BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $839K | 150 | 2025 |
Retirement plans
Welfare plans