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Sponsor portfolio

THE COUNTRY CLUB OF NORTH CAROLINA

EIN 56-0790613-hospitality-Latest filing 2025
Plans
4
Retirement
1
$5.4M assets
Welfare
3
$1.3M premiums
Participants
568
PO BOX 786 - PINEHURST, NC 28370910-692-6565ccofnc.comLinkedIn51-200 employeeshospitality
Plans on this EIN
4 filings
#002401k-$5.4M - 198 part#503Fully Insured-$1.2M - 116 lives#502Mixed-$42K - 127 lives#501Fully Insured-$16K - 127 lives

Benefits portfolio analytics

3 plans / $1.3M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$42K
  • Life$16K
Total $58K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $58K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TERENCE P BROPHY100%
Total $4K1 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

THE COUNTRY CLUB OF NORTH CAROLINA 401(K) RETIREMENT AND SAVINGS PLAN

401k

Assets$5.4M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE COUNTRY CLUB OF NORTH CAROLINA MEDICAL INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.2M
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE COUNTRY CLUB OF NORTH CAROLINA SHORT TERM DISABILITY PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$42K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE COUNTRY CLUB OF NORTH CAROLINA GROUPLIFE AND AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$16K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE COUNTRY CLUB OF NORTH CAROLINA 401(K) RETIREMENT AND SAVINGS PLAN401k$5.4M1982025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE COUNTRY CLUB OF NORTH CAROLINA MEDICAL INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.2M1162024
502THE COUNTRY CLUB OF NORTH CAROLINA SHORT TERM DISABILITY PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$42K1272025
501THE COUNTRY CLUB OF NORTH CAROLINA GROUPLIFE AND AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$16K1272025
Retirement plans
Welfare plans
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