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Sponsor portfolio

CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A.

EIN 56-1335864-medical practice-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$98K premiums
Participants
278
3426 TORINGDON WAY, SUITE 108 - CHARLOTTE, NC 28277704-970-4773carolinadigestive.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$30.2M - 138 part#501Mixed-$98K - 140 lives

Benefits portfolio analytics

1 plan / $98K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$98K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
Total $98K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $98K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • ASSUREDPARTNERS5%
Total $23K2 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 DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401(K) PLAN

401k

Assets$30.2M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA DIGESTIVE HEALTH ASSOCIATES, PA EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$98K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401(K) PLAN401k$30.2M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA DIGESTIVE HEALTH ASSOCIATES, PA EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$98K1402025
Retirement plans
Welfare plans
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