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  2. CAROLINA COMFORT AIR, INC.
Sponsor portfolio

CAROLINA COMFORT AIR, INC.

EIN 26-0266779-consumer services-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$569K premiums
Participants
679
5212 US HIGHWAY 70 BUSINESS WEST - CLAYTON, NC 27520919-550-7711carolinacomfortair.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$2.6M - 337 part#501Fully Insured-$569K - 371 lives

Benefits portfolio analytics

1 plan / $569K premiums / 371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$334K
  • Life$235K
  • Other$235K
  • Dental$192K
  • Vision$192K
  • Short-term disability$192K
Total $569K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • COMPANION LIFE INSURANCE COMPANY34%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
Total $569K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • PROVISIONS BENEFIT GROUP63%
  • THE CASON GROUP INC33%
  • PARK STAN3%
  • FIRST NATIONAL INS AGENCY2%
  • FIRST NATIONAL INSURANCE AGENCY0%
Total $128K5 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 COMFORT AIR 401(K) PLAN

401k

Assets$2.6M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA COMFORT AIR, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$569K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA COMFORT AIR 401(K) PLAN401k$2.6M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA COMFORT AIR, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$569K3712025
Retirement plans
Welfare plans
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