# CFSC SHARED SERVICES, LLC WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **CFSC SHARED SERVICES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CFSC SHARED SERVICES, LLC |
| EIN | 263701552 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CHARLOTTE, NC |
| Industry | real estate |
| Funding | mixed |
| Total premiums | $518K |
| Participants | 283 |
| Persons covered | 284 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Dental, Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| NATIONAL ENROLLMENT PARTNERS LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | VISION SERVICE PLAN |

## 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/263701552-501
- Cite as: PlanOptica, https://planoptica.com/welfare/263701552-501
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