Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$200K
- Life$161K
- Short-term disability$161K
- Long-term disability$161K
- Vision$42K
Filings through .
Charlotte Latin School
EIN 56-0944449education managementLatest filing 2025
Plans
2
Retirement
1
$59.6M assets
Health & Benefits
1
$242K premiums
Participants
800
9502 PROVIDENCE ROAD - CHARLOTTE, NC 28277704-842-1100charlottelatin.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $242K premiums / 323 covered lives
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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#002
CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN
403(b)
Assets$59.6M
Participants476
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARLOTTE LATIN SCHOOL WRAP BENEFIT PLAN
Mixed - UNUM
Premiums$242K
Covered lives323
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | 403(b) | $59.6M | 476 | 2024 |
- #002 · 403(b) · 2024476
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARLOTTE LATIN SCHOOL WRAP BENEFIT PLAN | Mixed | UNUM | $242K | 323 | 2025 |
- #501 · Mixed · UNUM · 2025323
Retirement plans
Health & Benefits plans