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Form 5500 · Employee benefit plan · HICKORY, NC

GRAYSTONE OPHTHALMOLOGY ASSOCIATES

GRAYSTONE OPHTHALMOLOGY ASSOCIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES A. SCOTT AND SON, INC.. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 8 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0962483 · plan 501 · as of Jul 2026

Participants
257
Carriers on file
9
Disclosed commissions
$78,966
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUNLIFE ASSURANCE COMPANY OF CANADA212October$34,084
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability266October$13,662
UNITED OF OMAHA LIFE INSURANCE COMPANYDental193October$12,349
UNITED OF OMAHA LIFE INSURANCE COMPANY109October$9,842
UNITED OF OMAHA LIFE INSURANCE COMPANY100October$3,643
UNITED OF OMAHA LIFE INSURANCE COMPANY94November$1,986
UNITED OF OMAHA LIFE INSURANCE COMPANYLife268October$1,874
UNITED OF OMAHA LIFE INSURANCE COMPANY66November$1,526
HCC LIFE INSURANCE COMPANY212October$0

Questions

Who is GRAYSTONE OPHTHALMOLOGY ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, GRAYSTONE OPHTHALMOLOGY ASSOCIATES's broker of record is JAMES A. SCOTT AND SON, INC..

What insurance carrier does GRAYSTONE OPHTHALMOLOGY ASSOCIATES use?

GRAYSTONE OPHTHALMOLOGY ASSOCIATES's benefit plan is written through SUNLIFE ASSURANCE COMPANY OF CANADA, among 9 disclosed carriers.

When does GRAYSTONE OPHTHALMOLOGY ASSOCIATES's group plan renew?

The most recent Schedule A policy period for GRAYSTONE OPHTHALMOLOGY ASSOCIATES ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GRAYSTONE OPHTHALMOLOGY ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.