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Sponsor portfolio

GRAYSTONE OPHTHALMOLOGY ASSOCIATES

EIN 56-0962483-medical practice-Latest filing 2025
Plans
3
Retirement
2
$33.3M assets
Welfare
1
$1.0M premiums
Participants
649
PO BOX 2588 - HICKORY, NC 28603828-322-2050LinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$30.7M - 364 part#002CashBalance-$2.6M - 68 part#501Fully Insured-$1.0M - 273 lives

Retirement portfolio analytics

2 plans aggregated / $33.3M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $33.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY92%
  • (Not disclosed)8%
Total $33.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)364
  • CASH BALANCE PLAN (#002)68
Total 432Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$742K
  • Dental$127K
  • Long-term disability$102K
  • Short-term disability$77K
  • Life$13K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY25%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • HCC LIFE INSURANCE COMPANY3%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • JAMES A SCOTT & SON INC80%
  • WATCHTOWER TECHNOLOGIES INC9%
  • C2 CENTRIC LLC6%
  • WATCHTOWER BENEFITS, LLC5%
Total $108K4 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

GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$30.7M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAYSTONE OPHTHALMOLOGY ASSOCIATES HEALTH PLAN

Fully Insured - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$1.0M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN401k$30.7M3642024
002GRAYSTONE OPHTHALMOLOGY ASSOCIATES, P.A. CASH BALANCE PLANCashBalance$2.6M682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAYSTONE OPHTHALMOLOGY ASSOCIATES HEALTH PLANFully InsuredSUNLIFE ASSURANCE COMPANY OF CANADA$1.0M2732025
Retirement plans
Welfare plans
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