# CARDINAL FINANCIAL COMPANY HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP |
| EIN | 232470039 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CHARLOTTE, NC |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $11.8M |
| Participants | 979 |
| Persons covered | 4,616 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision |
| AETNA LIFE INSURANCE COMPANY | Health, Dental |
| VOYA FINANCIAL | Life, STD, LTD, Other |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Indemnity, Dental |
| DELTA DENTAL OF NORTH CAROLINA | Dental |
| KAISER PERMANENTE | Health |
| MEDICAL MUTUAL OF OHIO | Health, Rx |
| PRIORITY HEALTH | Health |
| DEAN HEALTH PLAN INC | Health |
| METLIFE LEGAL PLANS | Dental, Vision |
| VISION SERVICE PLAN (VSP) | Vision |
| UPMC HEALTH OPTIONS | Health |
| EYEMED VISION CARE | Vision |
| CENTENE CORP. GRP. DBA HEALTH NET LIFE INSURANCE COMPANY | Health |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Rx, Dental, Vision |
| PREVEA360 HEALTH PLAN | Health |

## Brokers

| Broker | Placed with |
|---|---|
| AON CONSULTING INC | BLUECROSS BLUESHIELD OF TEXAS |
| AON CONSULTING INC | UNITEDHEALTHCARE INSURANCE COMPANY |
| AONHEWITT | AETNA LIFE INSURANCE CO. |
| AON CONSULTING INC | RELIASTAR LIFE INSURANCE COMPANY |
| CUSTOM BENEFIT PROGRAMS INC | RELIASTAR LIFE INSURANCE COMPANY |
| ALIGHT SOLUTIONS | RELIASTAR LIFE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | RELIASTAR LIFE INSURANCE COMPANY |
| AON CONSULTING INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) |
| AON CONSULTING INC | DELTA DENTAL OF NORTH CAROLINA |
| AON CONSULTING INC | MEDICAL MUTUAL |
| AON CONSULTING INC | KAISER FOUNDATION HEALTH PLAN, INC. |
| JENNIFER BUCK | PRIORITY HEALTH INSURANCE COMPANY |
| JENNIFER BUCK | DEAN HEALTH PLAN INC |
| AON CONSULTING INC | METROPOLITAN LIFE INSURANCE COMPANY |
| AONHEWITT | VISION SERVICE PLAN |
| AON CONSULTING INC | UPMC HEALTH OPTIONS |
| AON CONSULTING INC | EYEMED VISION CARE |
| AON CONSULTING INC | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. |
| JENNIFER BUCK | PREVEA360 HEALTH PLAN |
| AON CONSULTING INC | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. |
| AON CONSULTING INC | KAISER FOUNDATION HEALTH PLAN OF COLORADO |
| AON CONSULTING INC | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/232470039-501
- Cite as: PlanOptica, https://planoptica.com/welfare/232470039-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers
