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  2. PINEHURST SURGICAL CLINIC, P.A.
Sponsor portfolioTH

PINEHURST SURGICAL CLINIC, P.A.

EIN 56-0942061-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$113.1M assets
Welfare
1
$510K premiums
Participants
1,130
5 FIRST VILLAGE DRIVE - PINEHURST, NC 28374910-295-0201pinehurstsurgical.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$99.4M - 680 part#002CashBalance-$13.6M - 66 part#501Mixed-$510K - 470 lives

Retirement portfolio analytics

2 plans aggregated / $113.1M assets / 746 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • RETIREMENT AND Savings (#001)88%
  • CASH BALANCE PENSION (#002)12%
Total $113.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • THE VANGUARD GROUP, INC.88%
  • (Not disclosed)12%
Total $113.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#001)680
  • CASH BALANCE PENSION (#002)66
Total 746Click row to drill in

Benefits portfolio analytics

1 plan / $510K premiums / 470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$460K
  • Life$406K
  • Short-term disability$406K
  • Long-term disability$406K
  • Vision$50K
Total $510K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY80%
  • STANDARD INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $510K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GALLAGHER BENEFIT SERVICES, INC.75%
  • GIS BENEFITS INC25%
Total $119K2 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

PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN

401k

Assets$99.4M
Participants680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PINEHURST SURGICAL CLINIC, P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$13.6M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINEHURST SURGICAL CLINIC, PA GROUP BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$510K
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN401k$99.4M6802025
002PINEHURST SURGICAL CLINIC, P.A. CASH BALANCE PENSION PLANCashBalance$13.6M662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINEHURST SURGICAL CLINIC, PA GROUP BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$510K4702025
Retirement plans
Welfare plans
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