PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WYRICK ROBBINS YATES & PONTON LLP
Sponsor portfolio

WYRICK ROBBINS YATES & PONTON LLP

EIN 56-1400994-Latest filing 2025
Plans
2
Retirement
1
$101.7M assets
Welfare
1
$536K premiums
Participants
399
4101 LAKE BOONE TRAIL, SUITE 300 - RALEIGH, NC 27607919-781-4000
Plans on this EIN
2 filings
#001401k-$101.7M - 228 part#506Mixed-$536K - 217 lives

Benefits portfolio analytics

1 plan / $536K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$346K
  • Short-term disability$346K
  • Long-term disability$346K
  • Other$346K
  • Dental$179K
  • Vision$11K
Total $536K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • STARMOUNT LIFE INSURANCE COMPANY33%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $536K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $48K1 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

WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN

401k

Assets$101.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WYRICK ROBBINS YATES & PONTON LLP GROUP BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$536K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN401k$101.7M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WYRICK ROBBINS YATES & PONTON LLP GROUP BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$536K2172025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica