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Sponsor portfolio

MORGANTON EYE PHYSICIANS, P.A.

EIN 56-1109834-medical practice-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$292K premiums
Participants
251
335 EAST PARKER ROAD - MORGANTON, NC 28655828-433-1000LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$28.8M - 159 part#501Mixed-$292K - 165 lives

Benefits portfolio analytics

1 plan / $292K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$287K
  • Life$5K
  • Other$5K
Total $292K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • HM LIFE INSURANCE COMPANY98%
  • COMPANION LIFE INSURANCE COMPANY2%
Total $292K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEALTHGRAM INC100%
Total $4K1 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

MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA

401k

Assets$28.8M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGANTON EYE PHYSICIANS,PA EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$292K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORGANTON EYE PHYSICIANS 401(K) PROFIT SHARING PLA401k$28.8M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGANTON EYE PHYSICIANS,PA EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$292K1652025
Retirement plans
Welfare plans
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