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Sponsor portfolio

CAROLINAS PATHOLOGY GROUP, PA

EIN 56-0986500-Latest filing 2025
Plans
2
Retirement
1
$49.1M assets
Welfare
1
$454K premiums
Participants
308
8720 RED OAK BOULEVARD, SUITE 301 - CHARLOTTE, NC 28217704-973-2496
Plans on this EIN
2 filings
#001401k-$49.1M - 166 part#501Mixed-$454K - 198 lives

Benefits portfolio analytics

1 plan / $454K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$437K
  • Life$421K
  • Short-term disability$421K
  • Long-term disability$421K
  • Vision$17K
Total $454K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARTFORD LIFE AND ACCIDENT93%
  • COMMUNITY EYE CARE4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.1%
Total $454K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $99K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAROLINAS PATHOLOGY GROUP, P.A. PROFIT SHARING PLAN

401k

Assets$49.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINAS PATHOLOGY GROUP HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$454K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINAS PATHOLOGY GROUP, P.A. PROFIT SHARING PLAN401k$49.1M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINAS PATHOLOGY GROUP HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT$454K1982025
Retirement plans
Welfare plans
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