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
Sponsor portfolio
CHARLOTTE LATIN SCHOOL
EIN 56-0944449education managementLatest filing 2025
Plans
2
Retirement
1
$59.6M assets
Welfare
1
$242K premiums
Participants
800
9502 PROVIDENCE ROAD - CHARLOTTE, NC 28277704-842-1100charlottelatin.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $242K premiums / 323 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA82%
- VISION SERVICE PLAN18%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN
403b
Assets$59.6M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARLOTTE LATIN SCHOOL WRAP BENEFIT PLAN
Mixed - UNUM
Premiums$242K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | 403b | $59.6M | 476 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARLOTTE LATIN SCHOOL WRAP BENEFIT PLAN | Mixed | UNUM | $242K | 323 | 2025 |
Retirement plans
Welfare plans