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Sponsor portfolio

CAROLINA THERAPY SERVICES INC.

EIN 56-2145102-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$563K premiums
Participants
530
111 SOUTH RAILROAD AVENUE - DUNN, NC 28334910-892-0027carolinatherapy.netLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$12.4M - 364 part#501Fully Insured-$563K - 166 lives

Benefits portfolio analytics

1 plan / $563K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$434K
  • Other$64K
  • Short-term disability$54K
  • Long-term disability$35K
  • Vision$31K
  • Life$25K
  • +1 more
Total $563K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA67%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY27%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $563K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • WATCHTOWER BENEFITS, LLC0%
Total $41K2 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

CAROLINA THERAPY SERVICES INC. 401(K) PLAN

401k

Assets$12.4M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA THERAPY SERVICES WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$563K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA THERAPY SERVICES INC. 401(K) PLAN401k$12.4M3642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA THERAPY SERVICES WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$563K1662025
Retirement plans
Welfare plans
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