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Sponsor portfolio

CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC

EIN 56-2059693-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$255K premiums
Participants
361
13808 PROFESSIONAL CENTER DR - HUNTERSVILLE, NC 28078704-805-4858charlottegastro.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$38.3M - 210 part#501Mixed-$255K - 151 lives

Benefits portfolio analytics

1 plan / $255K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$136K
  • Life$119K
  • Short-term disability$119K
  • Long-term disability$119K
  • Other$119K
Total $255K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
  • METROPOLITAN LIFE INSURANCE COMPANY47%
Total $255K2 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • DIGITAL INSURANCE LLC49%
  • ENROLLEASE17%
  • CENTRO BENEFITS RESEARCH LLC13%
  • MARSH & MCLENNAN AGENCY LLC13%
  • JEFFREY D HOWARD7%
  • +1 more
Total $36K6 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

CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN

401k

Assets$38.3M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$255K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN401k$38.3M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$255K1512025
Retirement plans
Welfare plans
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