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Sponsor portfolio

BELL & ASSOCIATES PLLC

EIN 46-4342401-accounting-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
Participants
15
PO BOX 11831 - CHARLOTTE, NC 282201831704-525-9999peterbellcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
3 filings
#501Self Funded-0 lives#503Unknown-0 lives#504Fully Insured-0 lives

Benefits portfolio analytics

3 plans / $0 premiums / 0 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $01 slice

Broker market share

Schedule A broker compensation

Single broker
0%top
  • ROBERT A HEALY0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

BELL & ASSOCIATES PLLC SEC 125B CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BELL & ASSOCIATES PLLC SEC 129 PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BELL & ASSOCIATES PLLC QUALIFIED TERMINATION PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELL & ASSOCIATES PLLC SEC 125B CAFETERIA PLANSelf Funded-$002025
503BELL & ASSOCIATES PLLC SEC 129 PLANUnknown-$002025
504BELL & ASSOCIATES PLLC QUALIFIED TERMINATION PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE$002025
Welfare plans
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