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
Sponsor portfolioTH
CHARLOTTE COUNTRY DAY SCHOOL
EIN 56-0623935hospitalityLatest filing 2025
Plans
2
Retirement
1
$102.5M assets
Welfare
1
$3.6M premiums
Participants
1,093
1440 CARMEL RD - CHARLOTTE, NC 28226704-943-4620charlottecountryclub.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 557 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
58%top
- LARRY REECE58%
- USI INSURANCE SERVICES LLC33%
- MOSAIC GROUP SERVICES8%
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 COUNTRY DAY SCHOOL RETIREMENT PLAN
403b
Assets$102.5M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | 403b | $102.5M | 748 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP LIFE AND HEALTH INSURANCE PLAN OF CHARLOTTE COUNTRY DAY SCHOOL | Mixed | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $3.6M | 557 | 2025 |
Retirement plans
Welfare plans