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Sponsor portfolioWelfare / HealthEIN 20-1409176

COMMERCIAL CREDIT GROUP

525 NORTH TRYON STREET, SUITE 1000 · CHARLOTTE, NC 28202
7047310031
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$292K
No prior year
Persons covered
248
No prior year
Total participants
248
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$292K
COMMERCIAL CREDIT GROUP ERISA WRAP PLAN
Mixed248 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$258K23.5%
Short-term disability$258K23.5%
Long-term disability$258K23.5%
Other$258K23.5%
Dental$34K3.1%
Vision$34K3.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$258K88.4%11248
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$34K11.6%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHARLOTTE, NCCIGNA HEALTH AND LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$40K$4K$45K66.4%1
UNKNOWNCHARLOTTE, NCSYMETRA LIFE INSURANCE COMPANY$12K$6K$18K26.6%1
USI INSURANCE SERVICES LLCCHARLOTTE, NCCIGNA HEALTH AND LIFE INSURANCE COMPANY$5K$0$5K7.0%1

History & trajectory

10 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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