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Sponsor portfolioWelfare / HealthEIN 56-0944449
CHARLOTTE LATIN SCHOOL
9502 PROVIDENCE ROAD · CHARLOTTE, NC 28277
7048421100
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$242K
No prior year
Persons covered
323
No prior year
Total participants
324
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $200K | 27.5% | |
| Life | $161K | 22.2% | |
| Short-term disability | $161K | 22.2% | |
| Long-term disability | $161K | 22.2% | |
| Vision | $42K | 5.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $200K | 82.5% | 1 | 2 | 323 |
EIN 061227840 | V | $42K | 17.5% | 1 | 1 | 218 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | — | UNUM | $12K | $6K | $18K | 100.0% | 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