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Sponsor portfolioTH

NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION

EIN 58-1791724-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
1
$9.3M assets
Welfare
2
$971K premiums
Participants
471
130 N TRYON ST - CHARLOTTE, NC 28202704-379-1207
Plans on this EIN
3 filings
#002403b-$9.3M - 243 part#501Fully Insured-$883K - 112 lives#502Fully Insured-$88K - 111 lives

Benefits portfolio analytics

2 plans / $971K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$740K
  • Prescription drug$734K
  • Other$95K
  • Life$89K
  • Short-term disability$82K
  • Long-term disability$82K
  • +2 more
Total $883K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • STARMOUNT LIFE INSURANCE COMPANY6%
Total $883K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • MOSAIC GROUP SERVICES0%
  • USI INSURANCE SERVICES LLC0%
Total $63K3 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

NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION 403B PLAN

403b

Assets$9.3M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$883K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION ANCILLARY BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$88K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION 403B PLAN403b$9.3M2432025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$883K1122025
502NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION ANCILLARY BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$88K1112024
Retirement plans
Welfare plans
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