Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$762K
- Prescription drug$762K
- Other$156K
- Dental$142K
- Vision$142K
- Life$142K
- +2 more
Sponsor portfolio
CARTERET SURGICAL ASSOCIATES, P.A. DBA CAROLINAS CENTER FOR SURGERY
EIN 56-1120277Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$917K premiums
Participants
172
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $917K premiums / 67 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- PRINCIPAL LIFE INSURANCE COMPANY15%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
55%top
- DIGITAL INSURANCE LLC55%
- ROBERT MCLEAN28%
- ENROLLEASE13%
- SWIDPRO LLC3%
- HAROLD W WELLS & SONS INC1%
- +2 more
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 CENTER FOR SURGERY 401(K) PLAN
401k
Assets$14.6M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROLINAS CENTER FOR SURGERY WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$917K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINAS CENTER FOR SURGERY 401(K) PLAN | 401k | $14.6M | 126 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAROLINAS CENTER FOR SURGERY WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $917K | 67 | 2024 |
Retirement plans
Welfare plans