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  2. THOMAS, JUDY & TUCKER, P.A.
Sponsor portfolioTH

THOMAS, JUDY & TUCKER, P.A.

EIN 56-1965804-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$356K premiums
Participants
532
4700 FALLS OF NEUSE ROAD, SUITE 400 - RALEIGH, NC 27609919-571-7055
Plans on this EIN
2 filings
#001401k-$26.4M - 277 part#501Mixed-$356K - 255 lives

Benefits portfolio analytics

1 plan / $356K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$356K
  • Vision$356K
  • Life$356K
  • Short-term disability$356K
  • Long-term disability$356K
  • Other$356K
Total $356K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $356K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN

401k

Assets$26.4M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMAS, JUDY & TUCKER, P.A. HEALTH & WELFARE BENEFITS PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$356K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN401k$26.4M2772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMAS, JUDY & TUCKER, P.A. HEALTH & WELFARE BENEFITS PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$356K2552025
Retirement plans
Welfare plans
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