Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTH CAROLINA NEPHROLOGY, P.A.
EIN 81-2808787medical practiceLatest filing 2025
Plans
3
Retirement
2
$42.2M assets
Welfare
1
$2.0M premiums
Participants
279
3700 BARRETT DRIVE, SUITE 200 - RALEIGH, NC 27609919-231-3966ncnephrology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $42.2M assets / 170 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
98%top
- GREAT-WEST LIFE & ANNUITY INSURANCE98%
- (Not disclosed)2%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 189 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Life$184K
- Short-term disability$184K
- Long-term disability$184K
- Other$184K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- HARTFORD LIFE AND ACCIDENT9%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
62%top
- ECM BENEFITS LLC62%
- LUKE FERGUSON38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH CAROLINA NEPHROLOGY, P. A. 401(K) PROFIT SHARING PLAN
401k
Assets$41.2M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORTH CAROLINA NEPHROLOGY, P. A. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORTH CAROLINA NEPHROLOGY, P.A.
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.0M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH CAROLINA NEPHROLOGY, P. A. 401(K) PROFIT SHARING PLAN | 401k | $41.2M | 133 | 2024 | |
| 002 | NORTH CAROLINA NEPHROLOGY, P. A. CASH BALANCE PLAN | CashBalance | $1.0M | 37 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORTH CAROLINA NEPHROLOGY, P.A. | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.0M | 189 | 2025 |
Retirement plans
Welfare plans