PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMMERCIAL CREDIT GROUP INC.
Sponsor portfolio

COMMERCIAL CREDIT GROUP INC.

EIN 20-1409176-financial services-Latest filing 2025
Plans
2
Retirement
1
$42.3M assets
Welfare
1
$292K premiums
Participants
577
525 NORTH TRYON STREET SUITE 1000 - CHARLOTTE, NC 28202704-731-0031commercialcreditgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$42.3M - 329 part#501Mixed-$292K - 248 lives

Benefits portfolio analytics

1 plan / $292K premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$258K
  • Short-term disability$258K
  • Long-term disability$258K
  • Other$258K
  • Dental$34K
  • Vision$34K
Total $292K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SYMETRA LIFE INSURANCE COMPANY88%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
Total $292K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • GALLAGHER BENEFIT SERVICES, INC.66%
  • UNKNOWN27%
  • USI INSURANCE SERVICES LLC7%
Total $67K3 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

COMMERCIAL CREDIT GROUP INC. 401(K) PLAN

401k

Assets$42.3M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMERCIAL CREDIT GROUP ERISA WRAP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$292K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMERCIAL CREDIT GROUP INC. 401(K) PLAN401k$42.3M3292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMERCIAL CREDIT GROUP ERISA WRAP PLANMixedSYMETRA LIFE INSURANCE COMPANY$292K2482025
Retirement plans
Welfare plans
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