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Sponsor portfolioWelfare / HealthEIN 20-2488088

T & B MANAGEMENT LLC

13900 CONLAN CIRCLE · CHARLOTTE, NC 28277
7047529600
Plans filed
1
Years active
2015–2024
Industry
NAICS 72
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
169
No prior year
Total participants
93
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
T & B MANAGEMENT HEALTH AND WELFARE
Mixed169 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.0M45.8%
Vision$1.0M45.8%
Life$63K2.8%
Short-term disability$63K2.8%
Other$63K2.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
DV
$1.0M94.2%11169
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDOth
$63K5.8%11117

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WENDY PACECLOVER, SCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$45K$0$45K78.3%1
HUB INTERNATIONAL MIDWEST LIMITEDGRAND RAPIDS, MIPRINCIPAL LIFE INSURANCE COMPANY$10K$3K$12K21.7%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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