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Filings through Oct 24, 2026.

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Charlotte Country Day School

EIN 56-0623935-hospitality-Latest filing 2025
Plans
2
Retirement
1
$102.5M assets
Health & Benefits
1
$3.6M premiums
Participants
1,093
1440 CARMEL RD - CHARLOTTE, NC 28226704-943-4620charlottecountryclub.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001403(b)-$102.5M - 748 part#501Mixed-$3.6M - 557 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.6M premiums / 557 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Life$206K
  • Short-term disability$206K
  • Long-term disability$206K
  • Other$206K
  • +1 more
Total $3.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN

403(b)

Assets$102.5M
Participants748
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GROUP LIFE AND HEALTH INSURANCE PLAN OF CHARLOTTE COUNTRY DAY SCHOOL

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$3.6M
Covered lives557
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN403(b)$102.5M7482025
  • CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN$102.5M
    #001 · 403(b) · 2025748

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GROUP LIFE AND HEALTH INSURANCE PLAN OF CHARLOTTE COUNTRY DAY SCHOOLMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$3.6M5572025
  • GROUP LIFE AND HEALTH INSURANCE PLAN OF CHARLOTTE COUNTRY DAY SCHOOL$3.6M
    #501 · Mixed · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2025557
Retirement plans
Health & Benefits plans

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