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  2. Carolina Asthma & Allergy Center, PA
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Carolina Asthma & Allergy Center, PA

EIN 56-1227652-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$31.9M assets
Health & Benefits
1
$219K premiums
Participants
544
2600 EAST 7TH STREET, UNIT A - CHARLOTTE, NC 28204704-372-7900carolinaasthma.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401(k)-$29.5M - 295 part#003Cash balance-$2.4M - 60 part#501Mixed-$219K - 205 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $31.9M assets / 355 participants

Assets by plan

Share of aggregate retirement assets

  • CENTER, PA 401(K) (#002)$29.5M
  • BALANCE PLAN ALPHA (#003)$2.4M
Total $31.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • THE VANGUARD GROUP, INC.$29.5M
  • (Not disclosed)$2.4M
Total $31.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CENTER, PA 401(K) (#002)295
  • BALANCE PLAN ALPHA (#003)60
Total 355Select a row to open it

Benefits portfolio analytics

1 plan / $219K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$119K
  • Other$119K
  • Long-term disability$98K
  • Dental$87K
  • Vision$13K
Total $219K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN

401(k)

Assets$29.5M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CAAC CASH BALANCE PLAN ALPHA

Cash balance

Assets$2.4M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAROLINA ASTHMA & ALLERGY CENTER, PA EMPLOYEE WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$219K
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN401(k)$29.5M2952025
#003CAAC CASH BALANCE PLAN ALPHACash balance$2.4M602025
  • CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN$29.5M
    #002 · 401(k) · 2025295
  • CAAC CASH BALANCE PLAN ALPHA$2.4M
    #003 · Cash balance · 202560

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAROLINA ASTHMA & ALLERGY CENTER, PA EMPLOYEE WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$219K2052025
  • CAROLINA ASTHMA & ALLERGY CENTER, PA EMPLOYEE WELFARE PLAN$219K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025205
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
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  5. Health & Benefits plans
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