Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$498K
- Life$498K
- Short-term disability$498K
- Long-term disability$498K
- Other$498K
- Vision$20K
Sponsor portfolioTH
CFSC SHARED SERVICES, LLC
EIN 26-3701552real estateLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$518K premiums
Participants
950
601 EAST FIFTH STREET, SUITE 510 - CHARLOTTE, NC 28202704-943-9631LinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $518K premiums / 284 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY96%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
77%top
- USI INSURANCE SERVICES LLC77%
- NATIONAL ENROLLMENT PARTNERS GENERA23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CFSC SHARED SERVICES, LLC 401(K) PLAN
401k
Assets$16.2M
Participants667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$518K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CFSC SHARED SERVICES, LLC 401(K) PLAN | 401k | $16.2M | 667 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $518K | 284 | 2025 |
Retirement plans
Welfare plans