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Sponsor portfolioWelfare / HealthEIN 20-1365612

CAROLINA WHOLESALE GROUP, INC.

1616 S. LAKESIDE DR. · WAUKEGAN, IL 60085
8476892754
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$828K
No prior year
Persons covered
115
No prior year
Total participants
97
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$828K
CAROLINA WHOLESALE GROUP SECTION 125 WRAP PLAN
Mixed115 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$778K85.5%
Vision$50K5.5%
Short-term disability$32K3.5%
Other$32K3.5%
Dental$18K2.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$778K94.0%11115
AFLAC
EIN 822723296
VSTDOth
$32K3.8%1128
SPDO
EIN 860571422
DV
$18K2.2%1173

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GASPDO$3K$0$3K35.8%1
TINA BLUEOAKBORO, NCAFLAC$2K$19$2K33.4%1
JANE W FAUSTCONCORD, NCAFLAC$320$0$3204.4%1
KAREN S WELLS ZELINSKEMELBOURNE, FLAFLAC$283$0$2833.8%1
KANDACE M MCCARTHYLAKE IN THE HILLS, ILAFLAC$247$0$2473.4%1
BLAKE A THOMAS JRSMYRNA, GAAFLAC$215$0$2152.9%1
ELIZABETH P HURLEYCONCORD, NCAFLAC$120$4$1241.7%1
JONATHAN P DUNNCHARLOTTE, NCAFLAC$105$0$1051.4%1
DEBORAH JUNE CRISPCONCORD, NCAFLAC$100$0$1001.4%1
DAVID JACOB HOLPERTORRANCE, CAAFLAC$76$0$761.0%1
SUMMER L CAINLAS VEGAS, NVAFLAC$62$0$620.8%1
LISA PORTERCONCORD, NCAFLAC$59$0$590.8%1
ELIZABETH HARKEYCHARLOTTE, NCAFLAC$59$0$590.8%1
SARAH CHIESACHICAGO, ILAFLAC$51$0$510.7%1
AMY F KLUTTZCONCORD, NCAFLAC$49$0$490.7%1
MICHAEL E MCCARTHYMOORESVILLE, NCAFLAC$42$0$420.6%1
ISAAC H FAUST JRJACKSON, WYAFLAC$40$0$400.5%1
WILLIAM P FLEMINGLEXINGTON, NCAFLAC$34$0$340.5%1
DENNIS J CASSENSBYRON, ILAFLAC$33$0$330.4%1
KATIE D ALEXANDERNEWNAN, GAAFLAC$30$0$300.4%1
MARK H MAZZAANAHEIM, CAAFLAC$30$0$300.4%1
GERALD A GREENENSUGAR GROVE, ILAFLAC$28$0$280.4%1
AUSTIN J RICEBALL GROUND, GAAFLAC$27$0$270.4%1
GWENDOLYN N BUTLERHICKORY, NCAFLAC$27$0$270.4%1
J MICHAEL BUTLERHICKORY, NCAFLAC$24$0$240.3%1
ORLANDO R DOBRINCUHOFFMAN ESTATES, ILAFLAC$22$0$220.3%1
SHELLY COLE MORGANSALISBURY, NCAFLAC$20$0$200.3%1
MK SWAN INCPAPILLION, NEAFLAC$18$0$180.2%1
CHAD L NELSONBYRON, ILAFLAC$16$0$160.2%1
CASSANDRA GREENLOS ALAMITOS, CAAFLAC$16$0$160.2%1
JACOB M KIMSEYHENDERSONVILLE, NCAFLAC$15$0$150.2%1
H J SAMAAN INCLOMBARD, ILAFLAC$14$0$140.2%1
ROBERT HESLEPBUFORD, GAAFLAC$13$0$130.2%1
CLAY W CAMPBELLBELLFLOWER, CAAFLAC$9$0$90.1%1
ASHLEY LYNN SHAWWINDERMERE, FLAFLAC$8$0$80.1%1
MICHAEL A ORTIZELGIN, ILAFLAC$7$0$70.1%1
ROBERT L GOBLEHICKORY, NCAFLAC$4$0$40.1%1
ACRISURE LLCNEW LONDON, NCAFLAC$4$0$40.1%1
KAREN M HUGHESPULASKI, TNAFLAC$3$0$30.0%1
SCOTT LYDENAURORA, ILAFLAC$3$0$30.0%1
ELENI A NIKOLASCANTON, GAAFLAC$3$0$30.0%1
DEBORAH A WITHEYHICKORY, NCAFLAC$3$0$30.0%1
KATRINA D AIKENLYNCHBURG, VAAFLAC$3$0$30.0%1
TODD DEVOSSAURORA, ILAFLAC$2$0$20.0%1
JULIE W CRAIGEL DORADO HILLS, CAAFLAC$2$0$20.0%1
ADAM D ORTIZAUSTIN, TXAFLAC$1$0$10.0%1
MICHAEL LEROY COYCOLORADO SPRINGS, COAFLAC$1$0$10.0%1
JOSEPH A NASCABARRINGTON, ILAFLAC$1$0$10.0%1
LIVIER MARIA RAMIREZSOUTH PASADENA, CAAFLAC$1$0$10.0%1
DEVOSS INSURANCE AGENCY LLCAURORA, ILAFLAC$1$0$10.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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