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Sponsor portfolioWelfare / HealthEIN 26-3701552
CFSC SHARED SERVICES, LLC
601 EAST FIFTH STREET, SUITE 510 · CHARLOTTE, NC 28202
7049439631
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$518K
No prior year
Persons covered
284
No prior year
Total participants
283
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 |
|---|---|---|---|
| Dental | $498K | 19.8% | |
| Life | $498K | 19.8% | |
| Short-term disability | $498K | 19.8% | |
| Long-term disability | $498K | 19.8% | |
| Other | $498K | 19.8% | |
| Vision | $20K | 0.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DLSTDLTDOth | $498K | 96.1% | 1 | 1 | 284 |
EIN 061227840 | V | $20K | 3.9% | 1 | 1 | 239 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $53K | $29K | $82K | 76.6% | 1 |
| NATIONAL ENROLLMENT PARTNERS GENERA | OVERLAND PARK, KS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $25K | $25K | 23.4% | 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