PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KINETIC PHYSICAL THERAPY AND WELLNESS, INC.
Sponsor portfolio

KINETIC PHYSICAL THERAPY AND WELLNESS, INC.

EIN 27-2760356-medical practice-Latest filing 2025
Plans
3
Retirement
1
$6.2M assets
Welfare
2
$938K premiums
Participants
482
1540 EAST ARLINGTON BLVD - GREENVILLE, NC 27858252-364-2806kineticptgreenville.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$6.2M - 311 part#501Fully Insured-$783K - 191 lives#502Fully Insured-$155K - 55 lives

Benefits portfolio analytics

2 plans / $938K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$783K
  • Prescription drug$783K
  • Dental$155K
  • Vision$155K
  • Life$155K
  • Short-term disability$155K
  • +1 more
Total $938K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $938K2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • DAVID G BAKER61%
  • STEELE INSURANCE24%
  • MOSAIC GROUP SERVICES14%
Total $50K3 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

KINETIC PHYSICAL THERAPY AND WELLNESS 401(K) PLAN

401k

Assets$6.2M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KINETIC PHYSICAL THERAPY & WELLNESS, INC. HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$783K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KINETIC PHYSICAL THERAPY & WELLNESS ANCILLARY BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$155K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KINETIC PHYSICAL THERAPY AND WELLNESS 401(K) PLAN401k$6.2M3112024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KINETIC PHYSICAL THERAPY & WELLNESS, INC. HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$783K1912025
502KINETIC PHYSICAL THERAPY & WELLNESS ANCILLARY BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$155K552025
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