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Sponsor portfolioWelfare / HealthEIN 23-2470039
CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP
3530 TORINGDON WAY · CHARLOTTE, NC 28277
7042884270
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$11.8M
No prior year
Persons covered
4,616
No prior year
Total participants
979
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $10.4M | 64.9% | |
| Dental | $2.3M | 14.6% | |
| Life | $720K | 4.5% | |
| Short-term disability | $720K | 4.5% | |
| Long-term disability | $720K | 4.5% | |
| Other | $720K | 4.5% | |
| Prescription drug | $218K | 1.4% | |
| Vision | $192K | 1.2% |
Carrier overview
17 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $5.2M | 43.6% | 1 | 1 | 805 |
EIN 362739571 | HDV | $2.4M | 20.3% | 1 | 3 | 4,616 |
EIN 066033492 | HD | $1.7M | 14.6% | 1 | 1 | 210 |
EIN 410451140 | LSTDLTDOth | $720K | 6.1% | 1 | 1 | 1,355 |
EIN 591031071 | HD | $644K | 5.5% | 1 | 2 | 155 |
EIN 561018068 | D | $257K | 2.2% | 1 | 1 | 464 |
EIN 520954463 | H | $215K | 1.8% | 1 | 6 | 26 |
EIN 340648820 | HRx | $199K | 1.7% | 1 | 1 | 27 |
EIN 201529553 | H | $167K | 1.4% | 1 | 1 | 27 |
EIN 391535024 | H | $99K | 0.8% | 1 | 1 | 16 |
EIN 135581829 | DV | $86K | 0.7% | 1 | 1 | 167 |
EIN 061227840 | V | $41K | 0.3% | 1 | 1 | 184 |
EIN 462824626 | H | $30K | 0.3% | 1 | 1 | 3 |
EIN 430949844 | V | $30K | 0.3% | 1 | 1 | 491 |
EIN 954402957 | H | $30K | 0.2% | 1 | 1 | 5 |
EIN 990040115 | HRxDV | $20K | 0.2% | 1 | 1 | 1 |
EIN 391535024 | H | $16K | 0.1% | 1 | 1 | 3 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, UPMC HEALTH OPTIONS, KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC., DELTA DENTAL OF NORTH CAROLINA, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $325K | $113K | $438K | 85.2% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | RELIASTAR LIFE INSURANCE COMPANY | $27K | $0 | $27K | 5.2% | 1 |
| ALIGHT SOLUTIONS | LINCOLNSHIRE, IL | RELIASTAR LIFE INSURANCE COMPANY | $0 | $16K | $16K | 3.1% | 1 |
| HEWITT INSURANCE BROKERAGE LLC | CHICAGO, IL | AETNA LIFE INSURANCE CO., VISION SERVICE PLAN | $11K | $0 | $11K | 2.2% | 1 |
| LOCKTON COMPANIES, LLC | DENVER, CO | RELIASTAR LIFE INSURANCE COMPANY | $11K | $0 | $11K | 2.1% | 1 |
| JENNIFER N BUCK | PECATONICA, IL | PRIORITY HEALTH INSURANCE COMPANY | $7K | $0 | $7K | 1.3% | 1 |
| JENNIFER BUCK | ATLANTA, GA | DEAN HEALTH PLAN INC, PREVEA360 HEALTH PLAN | $5K | $0 | $5K | 0.9% | 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