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Sponsor portfolioWelfare / HealthEIN 56-1249571

ALLERGY PARTNERS, PLLC

1978 HENDERSONVILLE ROAD SUITE 130A · ASHEVILLE, NC 28803
8282771300
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
700
No prior year
Total participants
612
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.1M
ALLERGY PARTNERS PLLC WELFARE BENEFIT PLAN
Mixed700 covered·4 carriers
Primary: RELIANCE MATRIX
Plan #502$1.1M
ALLERGY PARTNERS LIFE AND DISABILITY PLAN
MEWA990 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$866K26.2%
Life$719K21.8%
Short-term disability$719K21.8%
Long-term disability$719K21.8%
Dental$241K7.3%
Vision$40K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$657K57.2%11627
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$241K21.0%11475
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$210K18.3%12700
AETNA LIFE INSURANCE COMPANY
EIN 066033492
V
$40K3.5%11645

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF NORTH CAROLINA, RELIANCE MATRIX, AETNA LIFE INSURANCE COMPANY$148K$1K$149K100.1%1
JOHN WILLIAMS ENTERPRISES INCASHEVILLE, NCSUN LIFE ASSURANCE COMPANY OF CANADA-$22$0-$22-0.0%1
JOSH WILLIAMS ENTERPRISES INCASHEVILLE, NCSUN LIFE ASSURANCE COMPANY OF CANADA-$141$0-$141-0.1%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
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