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Sponsor portfolioTH

FOUNDATION FOR THE CAROLINAS

EIN 56-6047886-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$936K premiums
Participants
463
220 NORTH TRYON STREET - CHARLOTTE, NC 28202704-973-4523fftc.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filings
#004403b-$32.5M - 267 part#501Mixed-$936K - 284 lives

Benefits portfolio analytics

1 plan / $936K premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$713K
  • Dental$713K
  • Vision$713K
  • Prescription drug$713K
  • Life$223K
  • Long-term disability$223K
  • +1 more
Total $936K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • SYMETRA LIFE INSURANCE COMPANY24%
Total $936K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • MOSAIC GROUP SERVICES8%
Total $148K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

FOUNDATION FOR THE CAROLINAS DC PLAN

403b

Assets$32.5M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOUNDATION FOR THE CAROLINAS

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$936K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004FOUNDATION FOR THE CAROLINAS DC PLAN403b$32.5M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOUNDATION FOR THE CAROLINASMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$936K2842025
Retirement plans
Welfare plans
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