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Sponsor portfolio

ROBERT E. MASON & ASSOCIATES, INC.

EIN 56-1782982-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$210.5M assets
Welfare
1
$4.3M premiums
Participants
1,244
10815 DAVID TAYLOR DR - CHARLOTTE, NC 28262704-375-4464
Plans on this EIN
3 filings
#002ESOP-$132.7M - 399 part#001401k-$77.8M - 517 part#510Fully Insured-$4.3M - 330 lives

Retirement portfolio analytics

2 plans aggregated / $210.5M assets / 916 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • INC PS PLAN (#001)37%
Total $210.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • NEWPORT GROUP, INC.37%
Total $210.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC PS PLAN (#001)517
  • EMPLOYEE STOCK OWNERSHIP (#002)399
Total 916Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.1M
  • Other$903K
  • Health$722K
  • Prescription drug$722K
  • Life$163K
  • Long-term disability$163K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • COMMUNITY EYE CARE1%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GASTON H GAGE JR90%
  • GAGE BENEFIT ADVISORS INC7%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES3%
Total $255K3 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

ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$132.7M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROBERT E MASON & ASSOCIATES INC PS PLAN

401k

Assets$77.8M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$4.3M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$132.7M3992025
001ROBERT E MASON & ASSOCIATES INC PS PLAN401k$77.8M5172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$4.3M3302025
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