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Sponsor portfolio

THE SELECT GROUP

EIN 52-2329531-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$984K premiums
Participants
2,529
5540 CENTERVIEW DR., SUITE 204, PMB 29053 - RALEIGH, NC 27606919-459-1409selectgroup.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$43.3M - 1,751 part#504Mixed-$984K - 1,258 lives

Benefits portfolio analytics

1 plan / $984K premiums / 1,258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$932K
  • Dental$897K
  • Life$897K
  • Short-term disability$897K
  • Long-term disability$897K
  • Vision$52K
Total $984K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • METROPOLITAN LIFE INSURANCE COMPANY96%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $984K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • CORPORATE SYNERGIES GROUP LLC97%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
  • JAMES A SCOTT & SON INC0%
Total $195K3 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

THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$43.3M
Participants1,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THE SELECT GROUP EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$984K
Covered lives1,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$43.3M1,7512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE SELECT GROUP EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$984K1,2582025
Retirement plans
Welfare plans
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