Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.4M
- Dental$2.3M
- Life$720K
- Short-term disability$720K
- Long-term disability$720K
- Other$720K
- +2 more
Sponsor portfolio
CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP
EIN 23-2470039financial servicesLatest filing 2025
Plans
2
Retirement
1
$84.6M assets
Welfare
1
$11.8M premiums
Participants
2,727
3530 TORINGDON WAY, SUITE 200 - CHARLOTTE, NC 28277704-288-4270cardinalfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.8M premiums / 4,616 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- BLUE CROSS OF CALIFORNIA44%
- UNITEDHEALTHCARE INSURANCE COMPANY20%
- AETNA LIFE INSURANCE COMPANY15%
- RELIASTAR LIFE INSURANCE COMPANY6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- +3 more
Broker market share
Schedule A broker compensation
85%top
- AON CONSULTING INC85%
- CUSTOM BENEFIT PROGRAMS INC5%
- ALIGHT SOLUTIONS3%
- HEWITT INSURANCE BROKERAGE LLC2%
- LOCKTON COMPANIES, LLC2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN
401k
Assets$84.6M
Participants1,748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARDINAL FINANCIAL COMPANY HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$11.8M
Covered lives4,616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | 401k | $84.6M | 1,748 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARDINAL FINANCIAL COMPANY HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $11.8M | 4,616 | 2025 |
Retirement plans
Welfare plans