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Sponsor portfolio

THE PRESBYTERIAN HOME AT CHARLOTTE, INC

EIN 56-6064186-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$2.0M premiums
Participants
420
5100 SHARON ROAD - CHARLOTTE, NC 28210704-553-3815LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$6.8M - 198 part#502Fully Insured-$2.0M - 222 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Short-term disability$57K
  • Long-term disability$57K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HARTFORD LIFE AND ACCIDENT3%
  • USABLE LIFE2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • DALE MOORE60%
  • USI INSURANCE SERVICES LLC24%
  • MOSAIC GROUP SERVICES11%
  • SHEALY BENEFITS SERVICES INC5%
Total $61K4 slices

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 PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

401k

Assets$6.8M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE PRESBYTERIAN HOME AT CHARLOTTE, INC

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.0M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN401k$6.8M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE PRESBYTERIAN HOME AT CHARLOTTE, INCFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.0M2222025
Retirement plans
Welfare plans
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