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Sponsor portfolio

RALEIGH ORTHOPAEDIC CLINIC PA

EIN 56-0941814-medical practice-Latest filing 2025
Plans
2
Retirement
1
$78.7M assets
Welfare
1
$704K premiums
Participants
1,148
3001 EDWARDS MILL ROAD - RALEIGH, NC 27612919-863-6829raleighortho.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$78.7M - 676 part#503Mixed-$704K - 800 lives

Benefits portfolio analytics

1 plan / $704K premiums / 800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$346K
  • Dental$322K
  • Life$230K
  • Long-term disability$230K
  • Vision$35K
Total $704K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • AMERITAS LIFE INSURANCE CORP.46%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
  • HARTFORD LIFE AND ACCIDENT16%
  • BLUE CROSS OF CALIFORNIA5%
Total $704K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • III FRANK WOODY4%
Total $67K2 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

RALEIGH ORTHOPAEDIC CLINIC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$78.7M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

RALEIGH ORTHOPAEDIC CLINIC HEALTH & WELFARE BENEFITS PLAN

Mixed - AMERITAS LIFE INSURANCE COMPANY

Premiums$704K
Covered lives800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RALEIGH ORTHOPAEDIC CLINIC 401(K) PROFIT SHARING PLAN & TRUST401k$78.7M6762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503RALEIGH ORTHOPAEDIC CLINIC HEALTH & WELFARE BENEFITS PLANMixedAMERITAS LIFE INSURANCE COMPANY$704K8002025
Retirement plans
Welfare plans
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