Form 5500 · Employee benefit plan · HICKORY, NC
GRAYSTONE OPHTHALMOLOGY ASSOCIATES
GRAYSTONE OPHTHALMOLOGY ASSOCIATES of HICKORY, NC spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is JAMES A SCOTT AND SON, INC.. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0962483 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering dental, life and disability; the largest, with SUNLIFE ASSURANCE COMPANY OF CANADA, covers 212 people.
Reported premium across the insured contracts is $998,820, with $78,966 in disclosed broker commissions — about 7.9% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
JAMES A SCOTT AND SON, INC. is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
3 carriers appear on the filing — SUNLIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY and HCC LIFE INSURANCE COMPANY — with SUNLIFE ASSURANCE COMPANY OF CANADA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUNLIFE ASSURANCE COMPANY OF CANADA | — | 212 | October | $619,713 | $34,084 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 266 | October | $91,077 | $13,662 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 193 | October | $123,490 | $12,349 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 109 | October | $65,612 | $9,842 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 100 | October | $24,286 | $3,643 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 94 | November | $19,857 | $1,986 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 268 | October | $12,493 | $1,874 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 66 | November | $15,263 | $1,526 |
| HCC LIFE INSURANCE COMPANY | — | 212 | October | $27,029 | $0 |
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