PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AQUITY SOLUTIONS, LLC
Sponsor portfolio

AQUITY SOLUTIONS, LLC

EIN 83-2898085-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$59.7M assets
Welfare
1
$7.9M premiums
Participants
1,888
555 FAYETTEVILLE STREET, SUITE 300 - RALEIGH, NC 27601615-798-3590aquitysolutions.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$59.7M - 1,888 part#502Fully Insured-$7.9M - 922 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 922 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Vision$7.1M
  • Prescription drug$7.1M
  • Dental$378K
  • Other$275K
  • Life$171K
  • +2 more
Total $7.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • AETNA LIFE INSURANCE COMPANY1%
  • +2 more
Total $7.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • SENN DUNN INSURANCE1%
Total $134K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AQUITY SOLUTIONS, LLC 401(K) PLAN

401k

Assets$59.7M
Participants1,888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AQUITY SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.9M
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AQUITY SOLUTIONS, LLC 401(K) PLAN401k$59.7M1,8882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AQUITY SOLUTIONS, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.9M9222024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica