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Sponsor portfolioTH

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC.

EIN 56-0670676-medical practice-Latest filing 2025
Plans
3
Retirement
2
$19.2M assets
Welfare
1
$10.2M premiums
Participants
4,602
5171 GLENWOOD AVE, STE 400 - RALEIGH, NC 276123266919-783-8898LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002403b-$15.9M - 3,134 part#001TraditionalDB-$3.3M - 137 part#501Mixed-$10.2M - 2,578 lives

Retirement portfolio analytics

2 plans aggregated / $19.2M assets / 3,271 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • 403(B) RETIREMENT PLAN (#002)83%
  • EASTER SEALS, INC. (#001)17%
Total $19.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • CPI QUALIFIED PLAN CONSULTANTS, INC83%
  • (Not disclosed)17%
Total $19.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)3,134
  • EASTER SEALS, INC. (#001)137
Total 3,271Click row to drill in

Benefits portfolio analytics

1 plan / $10.2M premiums / 2,578 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.5M
  • Health$9.1M
  • Prescription drug$9.1M
  • Short-term disability$565K
  • Life$232K
  • Vision$83K
  • +1 more
Total $10.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • JANUS ASSOCIATES, INC. DBA BHS0%
Total $10.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • JAMES A SCOTT & SON INC61%
  • KASSI O'BRIEN21%
  • GIS BENEFITS INC19%
Total $243K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN

403b

Assets$15.9M
Participants3,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

TraditionalDB

Assets$3.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$10.2M
Covered lives2,578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN403b$15.9M3,1342024
001PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.TraditionalDB$3.3M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC EMPLOYEE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$10.2M2,5782025
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