PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAROLINA THERAPY SERVICES, INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 56-2145102

CAROLINA THERAPY SERVICES, INC

111 SOUTH RAILROAD AVENUE · DUNN, NC 28334
9108920027
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$563K
No prior year
Persons covered
166
No prior year
Total participants
166
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$563K
CAROLINA THERAPY SERVICES WELFARE BENEFIT PLAN
Fully insured166 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$434K65.7%
Other$64K9.7%
Short-term disability$54K8.2%
Long-term disability$35K5.3%
Vision$31K4.7%
Life$25K3.8%
Dental$18K2.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
H
$379K67.3%11134
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
HLSTDLTDOth
$153K27.2%15166
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$18K3.1%11133
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$13K2.4%11112

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDORCHESTER, MARELIANCE STANDARD, GUARDIAN, FIDELITY SECURITY LIFE INSURANCE COMPANY$35K$6K$41K99.9%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILGUARDIAN$21$0$210.1%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
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