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  2. ORTHOCAROLINA, P.A.
Sponsor portfolio

ORTHOCAROLINA, P.A.

EIN 56-1093722-medical practice-Latest filing 2024
Plans
3
Retirement
2
$398.0M assets
Welfare
1
$3.3M premiums
Participants
4,463
4601 PARK ROAD SUITE 250 - CHARLOTTE, NC 28209704-323-2034orthocarolina.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$363.8M - 2,739 part#003CashBalance-$34.2M - 117 part#503Mixed-$3.3M - 2,583 lives

Retirement portfolio analytics

2 plans aggregated / $398.0M assets / 2,856 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • CASH BALANCE PENSION (#003)9%
Total $398.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • THE VANGUARD GROUP, INC.91%
  • (Not disclosed)9%
Total $398.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2,739
  • CASH BALANCE PENSION (#003)117
Total 2,856Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 2,583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.7M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Dental$1.2M
  • Vision$271K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA55%
  • DELTA DENTAL OF CALIFORNIA36%
  • VISION SERVICE PLAN4%
  • COMMUNITY EYE CARE4%
  • COMPSYCH1%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • PHILLIP PORTER GOODRUM46%
  • IBENEFIT COMMUNICATION LLC32%
  • USI INSURANCE SERVICES LLC22%
Total $67K3 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

ORTHOCAROLINA 401(K)AND PROFIT SHARING PLAN

401k

Assets$363.8M
Participants2,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOCAROLINA CASH BALANCE PENSION PLAN

CashBalance

Assets$34.2M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ORTHOCAROLINA P.A. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.3M
Covered lives2,583
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOCAROLINA 401(K)AND PROFIT SHARING PLAN401k$363.8M2,7392024
003ORTHOCAROLINA CASH BALANCE PENSION PLANCashBalance$34.2M1172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ORTHOCAROLINA P.A. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.3M2,5832024
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