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  2. CARMEL COUNTRY CLUB, INC.
Sponsor portfolioTH

CARMEL COUNTRY CLUB, INC.

EIN 56-0507966-hospitality-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$1.9M premiums
Participants
459
4735 CARMEL ROAD - CHARLOTTE, NC 28226704-945-3323carmelcountryclub.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#002401k-$9.0M - 243 part#501Fully Insured-$1.9M - 294 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$112K
  • Vision$112K
  • Life$93K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • USABLE LIFE5%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • SEAN MICHELSEN52%
  • SCOTT ANDERSON17%
  • NFP INSURANCE SERVICES INC15%
  • MOSAIC GROUP SERVICES6%
  • GIS BENEFITS INC5%
  • +1 more
Total $123K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CARMEL COUNTRY CLUB INC 401(K)PLAN

401k

Assets$9.0M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARMEL COUNTRY CLUB, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.9M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CARMEL COUNTRY CLUB INC 401(K)PLAN401k$9.0M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARMEL COUNTRY CLUB, INC. EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.9M2942025
Retirement plans
Welfare plans
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