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Sponsor portfolio

QUEENS UNIVERSITY OF CHARLOTTE

EIN 56-0530003-higher education-Latest filing 2025
Plans
2
Retirement
1
$66.8M assets
Welfare
1
$511K premiums
Participants
1,104
1900 SELWYN AVENUE - CHARLOTTE, NC 28274704-337-2485queens.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$66.8M - 742 part#502Mixed-$511K - 441 lives

Benefits portfolio analytics

1 plan / $511K premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$257K
  • Other$221K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Vision$33K
Total $511K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
  • AETNA LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.2%
Total $511K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

403b

Assets$66.8M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

QUEENS UNIVERSITY OF CHARLOTTE HEALTH AND WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF NORTH CAROLINA

Premiums$511K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN403b$66.8M7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502QUEENS UNIVERSITY OF CHARLOTTE HEALTH AND WELFARE BENEFITS PLANMixedDELTA DENTAL OF NORTH CAROLINA$511K4412025
Retirement plans
Welfare plans
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