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Sponsor portfolio

SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC

EIN 82-4669037-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$619K premiums
Participants
398
6135 PARK SOUTH DRIVE, SUITE 510 - CHARLOTTE, NC 28203800-461-1398scopeanesthesia.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$29.9M - 143 part#002CashBalance-$2.1M - 104 part#501Mixed-$619K - 156 lives

Retirement portfolio analytics

2 plans aggregated / $32.1M assets / 247 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $32.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)143
  • CASH BALANCE PLAN (#002)104
Total 247Click row to drill in

Benefits portfolio analytics

1 plan / $619K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$619K
  • Dental$463K
  • Vision$463K
  • Life$463K
  • Short-term disability$463K
  • Long-term disability$463K
Total $619K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA75%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
Total $619K2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ENROLLEASE59%
  • ONEDGITIAL PREMIER SERVICES LLC17%
  • HILB GROUP OF NEW ENGLAND14%
  • MARSH & MCLENNAN AGENCY LLC8%
  • DIGITAL INSURANCE LLC2%
Total $133K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCOPE ANESTHESIA 401(K) PROFIT SHARING PLAN

401k

Assets$29.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOPE ANESTHESIA CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$619K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOPE ANESTHESIA 401(K) PROFIT SHARING PLAN401k$29.9M1432024
002SCOPE ANESTHESIA CASH BALANCE PLANCashBalance$2.1M1042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$619K1562025
Retirement plans
Welfare plans
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