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Sponsor portfolio

CHILDRESS KLEIN PROPERTIES

EIN 56-1621667-Latest filing 2025
Plans
2
Retirement
1
$57.7M assets
Welfare
1
$152K premiums
Participants
400
301 SOUTH COLLEGE STREET, SUITE 2800 - CHARLOTTE, NC 28202704-342-9000
Plans on this EIN
2 filings
#002401k-$57.7M - 267 part#501Mixed-$152K - 164 lives

Benefits portfolio analytics

1 plan / $152K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$111K
  • Life$100K
  • Long-term disability$87K
  • Vision$22K
  • Dental$19K
Total $152K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • USABLE LIFE57%
  • COMMUNITY EYE CARE14%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +2 more
Total $152K7 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • MOSAIC GROUP SERVICES15%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHILDRESS KLEIN PROPERTIES, INC. 401(K) PLAN

401k

Assets$57.7M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHILDRESS KLEIN PROPERTIES WELFARE BENEFIT PLAN

Mixed - USABLE LIFE

Premiums$152K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CHILDRESS KLEIN PROPERTIES, INC. 401(K) PLAN401k$57.7M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHILDRESS KLEIN PROPERTIES WELFARE BENEFIT PLANMixedUSABLE LIFE$152K1642025
Retirement plans
Welfare plans
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