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BELL & ASSOCIATES PLLC
Sponsor portfolio
Welfare / Health
EIN
464342401
BELL & ASSOCIATES PLLC
PO BOX 11831 · CHARLOTTE, NC 282201831
7045259999
Plans filed
3
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
15
No prior year
Plans filed
i
3
No prior year
Plans under this sponsor
3 plans
Plan #501
$0
BELL & ASSOCIATES PLLC SEC 125B CAFETERIA PLAN
Self-funded
0 covered
·
0 carriers
Plan #503
$0
BELL & ASSOCIATES PLLC SEC 129 PLAN
Unknown
0 covered
·
0 carriers
Plan #504
$0
BELL & ASSOCIATES PLLC QUALIFIED TERMINATION PLAN
Fully insured
0 covered
·
1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
$0
0.0%
1
1
0
Broker overview
1 broker · all plans
Broker
Loc
Carriers
Commissions
Fees
Total comp
Share
Plans
ROBERT A HEALY
CHARLOTTE, NC
THE LINCOLN NATIONAL LIFE INSURANCE
$0
$0
$0
0.0%
1
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
BELL & ASSOCIATES PLLC SEC 125B CAFETERIA PLAN
0 covered · 0 contracts
$0
Plan #503
BELL & ASSOCIATES PLLC SEC 129 PLAN
0 covered · 0 contracts
$0
Plan #504
BELL & ASSOCIATES PLLC QUALIFIED TERMINATION PLAN
0 covered · 1 contract
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
2 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
30 documents - 3 plans - 10 years