Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONSUMER LINK, INC.
EIN 58-2120191Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
7
Retirement
2
$45.3M assets
Welfare
5
$841K premiums
Participants
783
5175 HIGHGATE DRIVE - DURHAM, NC 27713770-350-0075
Retirement portfolio analytics
2 plans aggregated / $45.3M assets / 251 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $841K premiums / 829 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$106K
- Vision$106K
- Life$106K
- Long-term disability$106K
- Other$106K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- JAMES A SCOTT & SON INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONSUMER LINK, INC. 401K RETIREMENT PLAN
401k
Assets$32.6M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LINK GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.7M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CONSUMER LINK, INC. MEDICAL BENEFITS PLAN
Self Funded - AETNA LIFE INSURANCE CO.
Premiums$428K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CONSUMER LINK, INC. HEALTH AND WELFARE PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$106K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CONSUMER LINK, INC. GROUP VOLUNTARY DENTAL PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$102K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
CONSUMER LINK, INC. GROUP VOLUNTARY VISION PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$102K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CONSUMER LINK, INC. GROUP BASIC LIFE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$102K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONSUMER LINK, INC. 401K RETIREMENT PLAN | 401k | $32.6M | 151 | 2025 | |
| 002 | LINK GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.7M | 100 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONSUMER LINK, INC. MEDICAL BENEFITS PLAN | Self Funded | AETNA LIFE INSURANCE CO. | $428K | 101 | 2024 | |
| 501 | CONSUMER LINK, INC. HEALTH AND WELFARE PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $106K | 194 | 2025 | |
| 503 | CONSUMER LINK, INC. GROUP VOLUNTARY DENTAL PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $102K | 178 | 2024 | |
| 504 | CONSUMER LINK, INC. GROUP VOLUNTARY VISION PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $102K | 178 | 2024 | |
| 505 | CONSUMER LINK, INC. GROUP BASIC LIFE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $102K | 178 | 2024 |
Retirement plans
Welfare plans