Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$589K
- Life$326K
- Long-term disability$326K
- Other$326K
- Vision$58K
Sponsor portfolioTH
CLARKSTON POTOMAC GROUP INC
EIN 54-1606655Latest filing 2025
Plans
2
Retirement
1
$107.6M assets
Welfare
1
$973K premiums
Participants
883
2655 MERIDIAN PKWY - DURHAM, NC 277132203919-484-4400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $973K premiums / 384 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- ZURICH AMERICAN INSURANCE COMPANY61%
- AMERICAN UNITED LIFE INSURANCE COMPANY33%
- UNITED HEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- HENDERSON BROTHERS, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST
401k
Assets$107.6M
Participants557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARKSTON-POTOMAC GROUP INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - ZURICH NORTH AMERICAN INSURANCE COMPANY
Premiums$973K
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | 401k | $107.6M | 557 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARKSTON-POTOMAC GROUP INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | ZURICH NORTH AMERICAN INSURANCE COMPANY | $973K | 384 | 2025 |
Retirement plans
Welfare plans