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  2. Robert E. Mason & Associates, Inc.
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Filings through Oct 24, 2026.

Robert E. Mason & Associates, Inc.

EIN 56-1782982-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$210.5M assets
Health & Benefits
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#001401(k)-$77.8M - 517 part#510Fully insured-$4.3M - 330 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $210.5M assets / 916 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$132.7M
  • INC PS PLAN (#001)$77.8M
Total $210.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$132.7M
  • NEWPORT GROUP, INC.$77.8M
Total $210.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC PS PLAN (#001)517
  • EMPLOYEE STOCK OWNERSHIP (#002)399
Total 916Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

ESOP

Assets$132.7M
Participants399
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ROBERT E MASON & ASSOCIATES INC PS PLAN

401(k)

Assets$77.8M
Participants517
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$132.7M3992025
#001ROBERT E MASON & ASSOCIATES INC PS PLAN401(k)$77.8M5172025
  • ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$132.7M
    #002 · ESOP · 2025399
  • ROBERT E MASON & ASSOCIATES INC PS PLAN$77.8M
    #001 · 401(k) · 2025517

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$4.3M3302025
  • ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN$4.3M
    #510 · Fully insured · BLUE CROSS BLUE SHIELD OF NORTH CAROLINA · 2025330
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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