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Sponsor portfolio

FLAGSHIP HEALTHCARE PROPERTIES, LLC

EIN 27-3544628-commercial real estate-Latest filing 2025
Plans
4
Retirement
1
$12.8M assets
Welfare
3
$1.4M premiums
Participants
442
2701 COLTSGATE ROAD, SUITE 300 - CHARLOTTE, NC 28211704-442-0222flagshiphealtherie.comLinkedIn51-200 employeescommercial real estate
Plans on this EIN
4 filings
#001401k-$12.8M - 138 part#501Fully Insured-$1.2M - 193 lives#503Fully Insured-$69K - 106 lives#502Fully Insured-$53K - 90 lives

Benefits portfolio analytics

3 plans / $1.4M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SYMETRA LIFE INSURANCE COMPANY5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • SCOTT ANDERSON69%
  • USI INSURANCE SERVICES LLC27%
  • MOSAIC GROUP SERVICES4%
Total $88K3 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

FLAGSHIP HEALTHCARE PROPERTIES, LLC RETIREMENT TRUST

401k

Assets$12.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLAGSHIP HEALTHCARE HOLDINGS, LLC

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.2M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FLAGSHIP HEALTHCARE HOLDINGS, LLC

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$69K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FLAGSHIP HEALTHCARE HOLDINGS, LLC

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$53K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLAGSHIP HEALTHCARE PROPERTIES, LLC RETIREMENT TRUST401k$12.8M1382025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLAGSHIP HEALTHCARE HOLDINGS, LLCFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.2M1932025
503FLAGSHIP HEALTHCARE HOLDINGS, LLCFully InsuredSYMETRA LIFE INSURANCE COMPANY$69K1062025
502FLAGSHIP HEALTHCARE HOLDINGS, LLCFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$53K902025
Retirement plans
Welfare plans
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