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Sponsor portfolio

PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A.

EIN 56-1748928-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$143.9M assets
Welfare
1
$782K premiums
Participants
663
3735 GLEN LAKE DRIVE, STE 250 - CHARLOTTE, NC 28208704-749-5800provanesthesiology.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$124.3M - 348 part#004CashBalance-$19.6M - 82 part#501Mixed-$782K - 258 lives

Retirement portfolio analytics

2 plans aggregated / $143.9M assets / 430 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING 401(K) (#001)86%
  • CASH BALANCE PLAN (#004)14%
Total $143.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)348
  • CASH BALANCE PLAN (#004)82
Total 430Click row to drill in

Benefits portfolio analytics

1 plan / $782K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$475K
  • Life$454K
  • Long-term disability$413K
  • Dental$255K
  • Vision$255K
  • Short-term disability$52K
Total $782K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • STARMOUNT LIFE INSURANCE COMPANY33%
Total $782K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • DIGITAL INSURANCE LLC64%
  • CENTRO BENEFITS RESEARCH LLC36%
Total $111K2 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

PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN

401k

Assets$124.3M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. CASH BALANCE PLAN

CashBalance

Assets$19.6M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$782K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN401k$124.3M3482024
004PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. CASH BALANCE PLANCashBalance$19.6M822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$782K2582025
Retirement plans
Welfare plans
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