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  1. Companies/
  2. The Link Group
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Link Group

EIN 58-2120191-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
7
Retirement
2
$45.3M assets
Health & Benefits
5
$841K premiums
Participants
783
5175 HIGHGATE DRIVE - DURHAM, NC 27713770-350-0075
Plans on this EIN
7 filings
#001401(k)-$32.6M - 151 part#002ESOP-$12.7M - 100 part#502Self-funded-$428K - 101 lives#501Mixed-$106K - 194 lives#503Fully insured-$102K - 178 lives#504Fully insured-$102K - 178 lives#505Fully insured-$102K - 178 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $45.3M assets / 251 participants

Assets by plan

Share of aggregate retirement assets

  • 401K RETIREMENT PLAN (#001)$32.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$12.7M
Total $45.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#001)151
  • EMPLOYEE STOCK OWNERSHIP (#002)100
Total 251Select a row to open it

Benefits portfolio analytics

5 plans / $841K premiums / 829 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$106K
  • Vision$106K
  • Life$106K
  • Long-term disability$106K
  • Other$106K
Total $106K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CONSUMER LINK, INC. 401K RETIREMENT PLAN

401(k)

Assets$32.6M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

LINK GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.7M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CONSUMER LINK, INC. MEDICAL BENEFITS PLAN

Self-funded - AETNA LIFE INSURANCE CO.

Premiums$428K
Covered lives101
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

CONSUMER LINK, INC. HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$106K
Covered lives194
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CONSUMER LINK, INC. GROUP VOLUNTARY DENTAL PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$102K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

CONSUMER LINK, INC. GROUP VOLUNTARY VISION PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$102K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

CONSUMER LINK, INC. GROUP BASIC LIFE PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$102K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CONSUMER LINK, INC. 401K RETIREMENT PLAN401(k)$32.6M1512025
#002LINK GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$12.7M1002025
  • CONSUMER LINK, INC. 401K RETIREMENT PLAN$32.6M
    #001 · 401(k) · 2025151
  • LINK GROUP EMPLOYEE STOCK OWNERSHIP PLAN$12.7M
    #002 · ESOP · 2025100

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502CONSUMER LINK, INC. MEDICAL BENEFITS PLANSelf-fundedAETNA LIFE INSURANCE CO.$428K1012024
#501CONSUMER LINK, INC. HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$106K1942025
#503CONSUMER LINK, INC. GROUP VOLUNTARY DENTAL PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$102K1782024
#504CONSUMER LINK, INC. GROUP VOLUNTARY VISION PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$102K1782024
#505CONSUMER LINK, INC. GROUP BASIC LIFE PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$102K1782024
  • CONSUMER LINK, INC. MEDICAL BENEFITS PLAN$428K
    #502 · Self-funded · AETNA LIFE INSURANCE CO. · 2024101
  • CONSUMER LINK, INC. HEALTH AND WELFARE PLAN$106K
    #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025194
  • CONSUMER LINK, INC. GROUP VOLUNTARY DENTAL PLAN$102K
    #503 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024178
  • CONSUMER LINK, INC. GROUP VOLUNTARY VISION PLAN$102K
    #504 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024178
  • CONSUMER LINK, INC. GROUP BASIC LIFE PLAN$102K
    #505 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024178
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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