Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Short-term disability$113K
- Long-term disability$95K
- Life$89K
- Other$74K
Sponsor portfolio
CAROLINA BEVERAGE GROUP, LLC
EIN 61-1669373food & beveragesLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$1.5M premiums
Participants
1,259
110 BARLEY PARK LANE - MOORESVILLE, NC 28115704-799-2337carolinabeveragegroup.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 664 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
- USABLE LIFE21%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
58%top
- USI INSURANCE SERVICES LLC58%
- MARSH & MCLENNAN AGENCY LLC28%
- MOSAIC GROUP SERVICES12%
- SEE ATTACHED2%
- MATTHEW WINNICKI0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROLINA BEVERAGE GROUP LLC 401(K) RETIREMENT PLAN
401k
Assets$8.3M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROLINA BEVERAGE GROUP HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA BEVERAGE GROUP LLC 401(K) RETIREMENT PLAN | 401k | $8.3M | 592 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAROLINA BEVERAGE GROUP HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 664 | 2025 |
Retirement plans
Welfare plans