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Sponsor portfolio

CRESENT COMMUNITIES, LLC

EIN 82-4758086-real estate-Latest filing 2025
Plans
2
Retirement
1
$44.4M assets
Welfare
1
$258K premiums
Participants
421
227 WEST TRADE STREET, SUITE 1000 - CHARLOTTE, NC 28202980-321-6036crescentcommunities.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$44.4M - 261 part#501Mixed-$258K - 326 lives

Benefits portfolio analytics

1 plan / $258K premiums / 326 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$258K
  • Life$234K
  • Short-term disability$234K
  • Long-term disability$234K
Total $258K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • METROPOLITAN LIFE INSURANCE COMPANY91%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $258K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CRESCENT COMMUNITIES, LLC RETIREMENT PLAN

401k

Assets$44.4M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRESCENT COMMUNITIES, LLC HEALTH BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$258K
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRESCENT COMMUNITIES, LLC RETIREMENT PLAN401k$44.4M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRESCENT COMMUNITIES, LLC HEALTH BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$258K3262025
Retirement plans
Welfare plans
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