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

SULLIVAN EASTERN, INC.

EIN 26-0189941-construction-Latest filing 2025
Plans
3
Retirement
2
$4.7M assets
Welfare
1
$606K premiums
Participants
419
2860 C SLATER RD - MORRISVILLE, NC 275606413919-484-8993sullivaneastern.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002401k-$3.1M - 53 part#001401k-$1.6M - 136 part#501Fully Insured-$606K - 209 lives

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 189 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • 401(K) PLAN B (#002)65%
  • 401(K) PLAN A (#001)35%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN A (#001)136
  • 401(K) PLAN B (#002)53
Total 189Click row to drill in

Benefits portfolio analytics

1 plan / $606K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$378K
  • Dental$228K
  • Vision$228K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • +1 more
Total $606K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
Total $606K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JONES INSURANCE AGENCY INC100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SULLIVAN EASTERN, INC. 401(K) PLAN B

401k

Assets$3.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SULLIVAN EASTERN, INC. 401(K) PLAN A

401k

Assets$1.6M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SULLIVAN EASTERN, INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$606K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SULLIVAN EASTERN, INC. 401(K) PLAN B401k$3.1M532024
001SULLIVAN EASTERN, INC. 401(K) PLAN A401k$1.6M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SULLIVAN EASTERN, INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$606K2092025
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