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Sponsor portfolio

BOICE-WILLIS CLINIC, P.A.

EIN 56-1025986-Latest filing 2025
Plans
2
Retirement
1
$97.0M assets
Welfare
1
$1.3M premiums
Participants
706
3221 ZEBULON ROAD - ROCKY MOUNT, NC 27804252-937-0315
Plans on this EIN
2 filings
#003401k-$97.0M - 394 part#501Mixed-$1.3M - 389 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$701K
  • Long-term disability$290K
  • Dental$167K
  • Life$93K
  • Other$93K
  • Short-term disability$89K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • HCC LIFE INSURANCE COMPANY52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY35%
  • DELTA DENTAL OF CALIFORNIA12%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • JAMES A SCOTT & SON INC90%
  • C2 CENTRIC LLC10%
  • MGIS0%
Total $70K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN

401k

Assets$97.0M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOICE-WILLIS CLINIC, P.A. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN401k$97.0M3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOICE-WILLIS CLINIC, P.A. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$1.3M3892025
Retirement plans
Welfare plans
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