PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. DISCOVERY PLACE, INC.

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 56-0529944

DISCOVERY PLACE, INC.

301 N TRYON ST · CHARLOTTE, NC 28202
7043481994
Plans filed
1
Years active
2017–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$690K
No prior year
Persons covered
129
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$690K
DISCOVERY PLACE, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured129 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$690K38.6%
Prescription drug$588K32.9%
Dental$102K5.7%
Vision$102K5.7%
Life$102K5.7%
Short-term disability$102K5.7%
Long-term disability$102K5.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$588K85.2%1196
PRINCIPAL
EIN 420127290
HDVLSTDLTD
$102K14.8%11129

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NANCY PERRI—BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$31K$0$31K61.9%1
NFP INSURANCE SERVICES INC—PRINCIPAL$9K$6K$15K29.3%1
MOSAIC GROUP SERVICES—PRINCIPAL$0$4K$4K8.8%1

History & trajectory

5 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