PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Eventus Wholehealth, PLLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Eventus Wholehealth, PLLC

EIN 82-5286393-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Health & Benefits
1
$619K premiums
Participants
1,688
101 CABARRUS AVE E, SUITE 200 - CONCORD, NC 28025855-857-7333eventuswholehealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$26.2M - 1,410 part#501Mixed-$619K - 628 lives

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

Benefits portfolio analytics

1 plan / $619K premiums / 628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$314K
  • Long-term disability$314K
  • Dental$188K
  • Vision$188K
  • Other$117K
  • Life$63K
Total $619K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

EVENTUS WHOLEHEALTH, PLLC EMPLOYEES' RETIREMENT PLAN

401(k)

Assets$26.2M
Participants1,410
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EVENTUS WHOLEHEALTH, PLLC HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$619K
Covered lives628
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EVENTUS WHOLEHEALTH, PLLC EMPLOYEES' RETIREMENT PLAN401(k)$26.2M1,4102025
  • EVENTUS WHOLEHEALTH, PLLC EMPLOYEES' RETIREMENT PLAN$26.2M
    #001 · 401(k) · 20251,410

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EVENTUS WHOLEHEALTH, PLLC HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$619K6282025
  • EVENTUS WHOLEHEALTH, PLLC HEALTH AND WELFARE PLAN$619K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025628
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica