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  2. CAROLINAS TELCO FEDERAL CREDIT UNION
Sponsor portfolioTH

CAROLINAS TELCO FEDERAL CREDIT UNION

EIN 56-0166559-financial services-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$152K premiums
Participants
212
PO BOX 668467 - CHARLOTTE, NC 28266704-391-5600ctelco.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$14.8M - 127 part#501Mixed-$152K - 83 lives

Benefits portfolio analytics

1 plan / $152K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$152K
  • Life$101K
  • Long-term disability$50K
Total $152K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY33%
Total $152K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $15K1 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

CAROLINAS TELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$14.8M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINAS TELCO FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$152K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINAS TELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$14.8M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINAS TELCO FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$152K832025
Retirement plans
Welfare plans
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