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Sponsor portfolioTH

TRADEPENDING, LLC

EIN 85-4237903-computer software-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$1.6M premiums
Participants
247
125 S ESTES DRIVE, SUITE 2881 - CHAPEL HILL, NC 27515512-986-2528tradepending.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$4.9M - 140 part#501Fully Insured-$1.6M - 188 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$126K
  • Life$78K
  • Short-term disability$58K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
31%top
  • HARRIS COLE JR31%
  • AG INSURANCE AGENCIES INC26%
  • A. G. INSURANCE AGENCIES,INC.24%
  • CENTERSTONE INSURANCE AND FINANCIAL19%
Total $59K4 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

TRADEPENDING 401(K) SAVINGS PLAN

401k

Assets$4.9M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRADEPENDING, LLC

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.6M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADEPENDING 401(K) SAVINGS PLAN401k$4.9M1402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRADEPENDING, LLCFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.6M1882025
Retirement plans
Welfare plans
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