Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$880K
- Dental$880K
- Vision$880K
- Prescription drug$880K
- Other$114K
- Life$98K
- +2 more
Sponsor portfolio
AFFINITY SOUTHEAST
EIN 80-0587545Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$995K premiums
Participants
318
8811 SIDNEY CIRCLE - CHARLOTTE, NC 28269704-997-1731
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $995K premiums / 203 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
97%top
- STREAMLINE ENTERPRISES LLC97%
- MICHELLE GLOWACKI2%
- STEPHEN RICE1%
- GENE PLEASANTS AGENCY INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITY SOUTHEAST 401(K) PLAN
401k
Assets$9.3M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PARAMOUNT MARKETING GROUP, LLC FLEXIBLE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$995K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITY SOUTHEAST 401(K) PLAN | 401k | $9.3M | 194 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PARAMOUNT MARKETING GROUP, LLC FLEXIBLE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $995K | 203 | 2025 |
Retirement plans
Welfare plans