Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
HUNSTAD KORTESIS BHARTI COSMETIC SURGERY, P.A.
EIN 56-1916799Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$4.0M assets
Welfare
1
$172K premiums
Participants
317
11208 STATESVILLE ROAD, STE 300 - HUNTERSVILLE, NC 28078704-659-2527
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 164 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $172K premiums / 143 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$172K
- Vision$172K
- Life$172K
- Short-term disability$172K
- Long-term disability$172K
- Other$172K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
70%top
- TOWNEINSURANCE AGENCY LLC70%
- MOSAIC GROUP SERVICES29%
- DIGITAL INSURANCE LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HKB COSMETIC SURGERY PROFIT SHARING PLAN
401k
Assets$4.0M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HKB COSMETIC SURGERY, P.A. CASH BALANCE PLAN
CashBalance
Assets$10K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
HKB COSMETIC SURGERY PA WRAP PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$172K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HKB COSMETIC SURGERY PROFIT SHARING PLAN | 401k | $4.0M | 158 | 2024 | |
| 002 | HKB COSMETIC SURGERY, P.A. CASH BALANCE PLAN | CashBalance | $10K | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | HKB COSMETIC SURGERY PA WRAP PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $172K | 143 | 2025 |
Retirement plans
Welfare plans