PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GINKGO RESIDENTIAL LLC
Sponsor portfolio

GINKGO RESIDENTIAL LLC

EIN 26-0320055-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$627K premiums
Participants
456
200 S COLLEGE STREET, SUITE 200 - CHARLOTTE, NC 28202704-944-0100
Plans on this EIN
2 filings
#001401k-$14.0M - 254 part#501Mixed-$627K - 209 lives

Benefits portfolio analytics

1 plan / $627K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$391K
  • Life$165K
  • Short-term disability$165K
  • Long-term disability$165K
  • Other$165K
  • Dental$59K
  • +1 more
Total $627K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY62%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA26%
  • TRUASSURE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $627K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • KISTLER TIFFANY BENEFITS17%
  • ENROLLEASE9%
  • IMG0%
Total $49K4 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

GINKGO RESIDENTIAL 401(K) PLAN

401k

Assets$14.0M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GINKGO RESIDENTIAL LLC HEALTH AND WELFARE PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$627K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GINKGO RESIDENTIAL 401(K) PLAN401k$14.0M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GINKGO RESIDENTIAL LLC HEALTH AND WELFARE PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$627K2092025
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