PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CHARLESTOWNE HOTEL MANAGEMENT II, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-3358807

CHARLESTOWNE HOTEL MANAGEMENT II, LLC

28 BRIDGESIDE BLVD. · MT. PLEASANT, SC 29464
8439721427
Plans filed
2
Years active
2024–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
830
No prior year
Total participants
830
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$5.4M
CHARLESTOWNE HOTEL MANAGEMENT II, LLC MAJOR MEDICAL PLAN
Fully insured572 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Plan #502$57K
CHARLESTOWNE HOTEL MANAGEMENT II, LLC LTD PLAN
Fully insured258 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.4M99.0%
Long-term disability$57K1.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 570287419
H
$5.4M99.0%11572
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LTD
$57K1.0%11258

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALPINE AGENCY, LLCCOLUMBIA, TNBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$237K$0$237K97.7%1
THE JAMES GROUP, LLCMEMPHIS, TNUNITED OF OMAHA LIFE INSURANCE COMPANY$6K$0$6K2.3%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica