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Sponsor portfolioTH

CAROLINA ASTHMA & ALLERGY CENTER, PA

EIN 56-1227652-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$32.5M assets
Welfare
1
$219K premiums
Participants
568
2600 EAST 7TH STREET, UNIT A - CHARLOTTE, NC 28204704-998-0983carolinaasthma.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$30.2M - 319 part#003CashBalance-$2.4M - 60 part#501Mixed-$219K - 205 lives

Retirement portfolio analytics

2 plans aggregated / $32.5M assets / 379 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CENTER, PA 401(K) (#002)93%
  • BALANCE PLAN ALPHA (#003)7%
Total $32.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • THE VANGUARD GROUP, INC.93%
  • (Not disclosed)7%
Total $32.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTER, PA 401(K) (#002)319
  • BALANCE PLAN ALPHA (#003)60
Total 379Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • TRUASSURE INSURANCE COMPANY40%
  • STARMOUNT LIFE INSURANCE COMPANY6%
Total $219K3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • DIGITAL INSURANCE LLC68%
  • ENROLLEASE32%
Total $50K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

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

401k

Assets$30.2M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAAC CASH BALANCE PLAN ALPHA

CashBalance

Assets$2.4M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA ASTHMA & ALLERGY CENTER, PA EMPLOYEE WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$219K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN401k$30.2M3192024
003CAAC CASH BALANCE PLAN ALPHACashBalance$2.4M602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA ASTHMA & ALLERGY CENTER, PA EMPLOYEE WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$219K2052025
Retirement plans
Welfare plans
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