PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAROLINA VILLAGE, INC.
Sponsor portfolio

CAROLINA VILLAGE, INC.

EIN 23-7179679-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$194K premiums
Participants
712
600 CAROLINA VILLAGE ROAD - HENDERSONVILLE, NC 28792828-692-6275carolinavillage.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$11.0M - 484 part#501Mixed-$194K - 339 lives

Benefits portfolio analytics

1 plan / $194K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$178K
  • Short-term disability$178K
  • Long-term disability$178K
  • Other$178K
  • Vision$16K
Total $194K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARTFORD LIFE AND ACCIDENT92%
  • EYEMED VISION CARE8%
Total $194K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $41K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLAN

403b

Assets$11.0M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA VILLAGE EMPLOYER BENEFITS

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$194K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLAN403b$11.0M4842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA VILLAGE EMPLOYER BENEFITSMixedHARTFORD LIFE AND ACCIDENT$194K3392025
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