Form 5500 · Employee benefit plan · CHARLOTTE, NC
ORTHOCAROLINA P.A.
ORTHOCAROLINA P.A. of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PHILLIP PORTER GOODRUM. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1093722 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,574 | December | $41,657 |
| UNUM INSURANCE COMPANY | — | 326 | December | $17,893 |
| DELTA DENTAL OF NORTH CAROLINA | Dental | 2,583 | December | $0 |
| COMMUNITY EYE CARE | Vision | 1,359 | December | $0 |
| VISION SERVICE PLAN | Vision | 388 | December | $0 |
| COMPSYCH | — | 1,789 | December | $0 |
Questions
Who is ORTHOCAROLINA P.A.'s benefits broker?
Per its most recent Form 5500 Schedule A, ORTHOCAROLINA P.A.'s broker of record is PHILLIP PORTER GOODRUM.
What insurance carrier does ORTHOCAROLINA P.A. use?
ORTHOCAROLINA P.A.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does ORTHOCAROLINA P.A.'s group plan renew?
The most recent Schedule A policy period for ORTHOCAROLINA P.A. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ORTHOCAROLINA P.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.