Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$271K
- Short-term disability$271K
- Long-term disability$271K
- Other$271K
- Vision$40K
Sponsor portfolio
CARLIE C'S IGA
EIN 56-1275088Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$311K premiums
Participants
1,648
10 CARLIE C'S DRIVE - DUNN, NC 28334910-892-4124
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $311K premiums / 518 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
- COMMUNITY EYE CARE13%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARLIE CS 401K PLAN
401k
Assets$9.5M
Participants1,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARLIE C'S IGA EMPLOYEE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$311K
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLIE CS 401K PLAN | 401k | $9.5M | 1,205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARLIE C'S IGA EMPLOYEE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $311K | 518 | 2025 |
Retirement plans
Welfare plans