Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$122K
- Vision$122K
- Long-term disability$31K
Sponsor portfolioTH
GREERWALKER LLP
EIN 56-1434747Latest filing 2025
Plans
2
Retirement
1
$34.6M assets
Welfare
1
$153K premiums
Participants
315
227 WEST TRADE STREET, SUITE 1100 - CHARLOTTE, NC 28202704-377-0239
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- HARTFORD LIFE AND ACCIDENT20%
Broker market share
Schedule A broker compensation
83%top
- HYLANT GROUP INC83%
- DAVID HOLDEN17%
- NFP INSURANCE SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GREERWALKER LLP 401(K) PROFIT SHARING PLAN
401k
Assets$34.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREERWALKER LLP WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
Premiums$153K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREERWALKER LLP 401(K) PROFIT SHARING PLAN | 401k | $34.6M | 188 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREERWALKER LLP WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $153K | 242 | 2025 |
Retirement plans
Welfare plans