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Sponsor portfolio

MCGILL ASSOCIATES, P.A.

EIN 56-1396980-accounting-Latest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$250K premiums
Participants
399
55 BROAD STREET - ASHEVILLE, NC 28801828-252-0575LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$20.7M - 242 part#501Mixed-$250K - 289 lives

Benefits portfolio analytics

1 plan / $250K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$120K
  • Life$113K
  • Short-term disability$113K
  • Long-term disability$113K
  • Other$113K
  • Vision$17K
Total $250K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • DELTA DENTAL OF CALIFORNIA48%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • COMMUNITY EYE CARE7%
Total $250K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MCGILL ASSOCIATES, P.A. PSP AND TRUST

401k

Assets$20.7M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCGILL ASSOCIATES WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL

Premiums$250K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCGILL ASSOCIATES, P.A. PSP AND TRUST401k$20.7M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCGILL ASSOCIATES WELFARE BENEFIT PLANMixedDELTA DENTAL$250K2892025
Retirement plans
Welfare plans
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