Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$471K
- Health$431K
- Prescription drug$431K
- Dental$40K
- Vision$40K
- Life$40K
- +1 more
Sponsor portfolio
OT GROWTH PARTNERS
EIN 83-2421779Latest filing 2025
Plans
2
Retirement
1
$638K assets
Welfare
1
$471K premiums
Participants
714
400 MEADOWMONT VILLAGE CIRCLE, SUITE #421 - CHAPEL HILL, NC 27517919-589-7614
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $471K premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
85%top
- MARSH & MCLENNAN AGENCY LLC85%
- UNKNOWN15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OT GROWTH PARTNERS 401(K) PLAN
401k
Assets$638K
Participants521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OT GROWTH PARTNERS HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$471K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OT GROWTH PARTNERS 401(K) PLAN | 401k | $638K | 521 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OT GROWTH PARTNERS HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $471K | 144 | 2025 |
Retirement plans
Welfare plans