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Sponsor portfolio

CAROLINA UROLOGY PARTNERS

EIN 27-3905550-medical practice-Latest filing 2025
Plans
2
Retirement
1
$30.4M assets
Welfare
1
$1.9M premiums
Participants
331
9735 KINCEY AVENUE, SUITE 201 - HUNTERSVILLE, NC 28078704-343-7280carolinaurology.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$30.4M - 181 part#501Fully Insured-$1.9M - 217 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$216K
  • Short-term disability$216K
  • Long-term disability$216K
  • Other$216K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • HARTFORD LIFE AND ACCIDENT10%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ALLIANT INSURANCE SERVICES, INC.73%
  • MOSAIC GROUP SERVICES27%
  • WILLIS TOWERS WATSON US LLC0%
Total $57K3 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

CAROLINA UROLOGY PARTNERS, PLLC EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$30.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA UROLOGY PARTNERS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA UROLOGY PARTNERS, PLLC EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST401k$30.4M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA UROLOGY PARTNERS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2172025
Retirement plans
Welfare plans
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