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  2. ALLERGY PARTNERS, PLLC
Sponsor portfolioTH

ALLERGY PARTNERS, PLLC

EIN 56-1249571-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$136.5M assets
Welfare
2
$2.2M premiums
Participants
2,110
1978 HENDERSONVILLE ROAD SUITE 130A - ASHEVILLE, NC 28803828-277-1300allergypartners.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$136.5M - 1,498 part#501Mixed-$1.1M - 700 lives#502Mewa-$1.1M - 990 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 1,690 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$866K
  • Life$719K
  • Short-term disability$719K
  • Long-term disability$719K
  • Dental$241K
  • Vision$40K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY57%
  • DELTA DENTAL OF CALIFORNIA21%
  • SUN LIFE ASSURANCE COMPANY OF CANADA18%
  • AETNA LIFE INSURANCE COMPANY4%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • JOHN WILLIAMS ENTERPRISES INC-0%
  • JOSH WILLIAMS ENTERPRISES INC-0%
Total $149K3 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

ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN

401k

Assets$136.5M
Participants1,498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLERGY PARTNERS PLLC WELFARE BENEFIT PLAN

Mixed - RELIANCE MATRIX

Premiums$1.1M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALLERGY PARTNERS LIFE AND DISABILITY PLAN

Mewa - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN401k$136.5M1,4982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLERGY PARTNERS PLLC WELFARE BENEFIT PLANMixedRELIANCE MATRIX$1.1M7002025
502ALLERGY PARTNERS LIFE AND DISABILITY PLANMewaSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M9902024
Retirement plans
Welfare plans
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