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Sponsor portfolio

TERRA DOTTA, LLC

EIN 56-2279426-education management-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.0M premiums
Participants
180
1330 ENVIRON WAY - CHAPEL HILL, NC 27517877-368-8277terradotta.comLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#002401k-$5.6M - 94 part#501Fully Insured-$1.0M - 151 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$979K
  • Dental$979K
  • Vision$979K
  • Prescription drug$979K
  • Life$56K
  • Short-term disability$56K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • HARTFORD LIFE AND ACCIDENT5%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • SEQUOIA BENEFITS & INS SVCS LLC89%
  • MOSAIC GROUP SERVICES10%
  • ACRISURE LLC1%
Total $42K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TERRA DOTTA, LLC 401(K) PLAN

401k

Assets$5.6M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TERRA DOTTA, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.0M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TERRA DOTTA, LLC 401(K) PLAN401k$5.6M942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TERRA DOTTA, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.0M1512025
Retirement plans
Welfare plans
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