PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHOANOKE AREA DEVELOPMENT ASSOCIATION OF NORTH CAROLINA, INC.
Sponsor portfolio

CHOANOKE AREA DEVELOPMENT ASSOCIATION OF NORTH CAROLINA, INC.

EIN 56-0841757-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$1.1M premiums
Participants
313
P.O. BOX 530, 120 SESSIONS DRIVE - RICH SQUARE, NC 278690530252-539-4155LinkedIn51-200 employees
Plans on this EIN
2 filings
#001403b-$4.1M - 240 part#501Fully Insured-$1.1M - 159 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$825K
  • Vision$825K
  • Prescription drug$825K
  • Life$65K
  • Other$65K
  • Long-term disability$31K
  • +2 more
Total $966K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • USABLE LIFE7%
  • TRANSAMERICA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $966K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ROBERT MCLEAN58%
  • MUNICIPAL BENEFITS LLC17%
  • DIGITAL INSURANCE LLC16%
  • MOSAIC GROUP SERVICES9%
Total $46K4 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

CHOANOKE AREA DEVELOPMENT ASSOCIATION 403(B) PLAN

403b

Assets$4.1M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CADA, INC. HEALTH & WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHOANOKE AREA DEVELOPMENT ASSOCIATION 403(B) PLAN403b$4.1M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CADA, INC. HEALTH & WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.1M1592025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica