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Sponsor portfolioWelfare / HealthEIN 56-0507966

CARMEL COUNTRY CLUB, INC.

4735 CARMEL ROAD · CHARLOTTE, NC 28226
7049453323
Plans filed
1
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
294
No prior year
Total participants
216
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
CARMEL COUNTRY CLUB, INC. EMPLOYEE BENEFIT PLAN
Fully insured294 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M32.0%
Health$1.7M30.4%
Prescription drug$1.7M30.4%
Dental$112K2.0%
Vision$112K2.0%
Life$93K1.7%
Long-term disability$93K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxOth
$1.7M89.3%11232
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$112K5.9%11294
USABLE LIFE
EIN 710505232
LLTDOth
$93K4.9%11216

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEAN MICHELSENCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$64K$0$64K52.2%1
SCOTT ANDERSONCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$21K$0$21K17.2%1
NFP INSURANCE SERVICES INCCHARLOTTE, NCUSABLE LIFE, METROPOLITAN LIFE INSURANCE COMPANY$17K$1K$18K15.0%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$8K$0$8K6.3%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$6K$1K$7K5.4%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUSABLE LIFE, METROPOLITAN LIFE INSURANCE COMPANY$4K$413$5K3.9%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
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