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Sponsor portfolio

INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC

EIN 30-0700851-medical practice-Latest filing 2025
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$1.5M premiums
Participants
433
1036 BRANCHVIEW DRIVE, STE 216 - CONCORD, NC 28025704-886-1918ncppsg.orgLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$15.4M - 229 part#505Fully Insured-$1.5M - 242 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$129K
  • Short-term disability$129K
  • Long-term disability$129K
  • Other$129K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • HARTFORD LIFE AND ACCIDENT9%
  • AMERITAS LIFE INSURANCE CORP.7%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MARSH & MCLENNAN AGENCY LLC40%
  • DREW M. LAMB28%
  • MOSAIC GROUP SERVICES15%
  • MCGRIFF INSURANCE SERVICES INC9%
  • THE BENEFIT COMPANY INC9%
Total $57K5 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

INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC 401K

401k

Assets$15.4M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.5M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC 401K401k$15.4M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC HEALTH & WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.5M2422025
Retirement plans
Welfare plans
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