Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$644K
- Life$193K
- Other$181K
- Short-term disability$165K
- Long-term disability$165K
- Vision$21K
Sponsor portfolio
THE CYPRESS CLUB OF CHARLOTTE, INC.
EIN 56-2103741Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$859K premiums
Participants
483
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $859K premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- HCC LIFE INSURANCE COMPANY75%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
THE CYPRESS OF CHARLOTTE CLUB, INC. RETIREMENT SAVINGS PLAN
401k
Assets$3.7M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CYPRESS CLUB OF CHARLOTTE INC.'S HEALTH AND WELFARE BENEFIT PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$859K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CYPRESS OF CHARLOTTE CLUB, INC. RETIREMENT SAVINGS PLAN | 401k | $3.7M | 261 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CYPRESS CLUB OF CHARLOTTE INC.'S HEALTH AND WELFARE BENEFIT PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $859K | 221 | 2025 |
Retirement plans
Welfare plans