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  2. CAROLINA DEALERSHIPS INC.
Sponsor portfolio

CAROLINA DEALERSHIPS INC.

EIN 20-0465434-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$112.2M assets
Welfare
1
$5.8M premiums
Participants
7,147
PO BOX 5657 - WINSTON SALEM, NC 27113336-724-5921
Plans on this EIN
2 filings
#001401k-$112.2M - 3,364 part#501Mewa-$5.8M - 5,104 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 5,104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$3.1M
  • Dental$3.1M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • Health$2.1M
  • +3 more
Total $5.8M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • BLUE CROSS OF CALIFORNIA36%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE3%
  • USABLE LIFE0%
  • +1 more
Total $5.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • FOUNDATION RISK PARTNERS CORP75%
  • AON CONSULTING INC21%
  • CUSTOM BENEFIT PROGRAMS INC4%
  • MOSAIC GROUP SERVICES0%
  • PINNACLE BENEFIT RESOURCES, INC.0%
  • +1 more
Total $718K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAROLINA DEALERSHIPS INC. 401(K) PLAN

401k

Assets$112.2M
Participants3,364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA DEALERSHIPS, INC. WELFARE BENEFIT TRUST CAFETERIA PLAN

Mewa - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.8M
Covered lives5,104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA DEALERSHIPS INC. 401(K) PLAN401k$112.2M3,3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA DEALERSHIPS, INC. WELFARE BENEFIT TRUST CAFETERIA PLANMewaMETROPOLITAN LIFE INSURANCE COMPANY$5.8M5,1042024
Retirement plans
Welfare plans
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