PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EDIFICE, LLC
Sponsor portfolio

EDIFICE, LLC

EIN 56-1223891-Latest filing 2025
Plans
2
Retirement
1
$26.6M assets
Welfare
1
$2.7M premiums
Participants
402
4111 SOUTH BOULEVARD - CHARLOTTE, NC 28209704-332-0900
Plans on this EIN
2 filings
#001401k-$26.6M - 216 part#501Mixed-$2.7M - 361 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$251K
  • Vision$251K
  • Life$251K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • STEPHANIE HANDSCHUH57%
  • MARSH & MCLENNAN AGENCY LLC31%
  • MOSAIC GROUP SERVICES12%
Total $105K3 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

EDIFICE, INC. 401(K) PLAN

401k

Assets$26.6M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDIFICE, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$2.7M
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDIFICE, INC. 401(K) PLAN401k$26.6M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDIFICE, LLC HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$2.7M3612025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica