Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$139K
- Vision$139K
- Life$139K
- Short-term disability$139K
- Long-term disability$139K
- Other$139K
Sponsor portfolio
CHARLOTTE MECHANICAL, LLC
EIN 47-0947216constructionLatest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$188K premiums
Participants
322
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $188K premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
58%top
- THE CASON GROUP INC58%
- JAMES A SCOTT & SON INC50%
- WATCHTOWER BENEFITS, LLC-8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLOTTE MECHANICAL, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARLOTTE MECHANICAL LLC EMPLOYEE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$188K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLOTTE MECHANICAL, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 138 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARLOTTE MECHANICAL LLC EMPLOYEE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $188K | 173 | 2025 |
Retirement plans
Welfare plans