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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
Plan #501$242K
CHARLOTTE LATIN SCHOOL WRAP BENEFIT PLAN
Mixed323 covered·2 carriers
Primary: UNUM
Plan #504$0
CHARLOTTE LATIN SCHOOL EMPLOYEE DENTAL BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$200K27.5%
Life$161K22.2%
Short-term disability$161K22.2%
Long-term disability$161K22.2%
Vision$42K5.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$200K82.5%12323
VISION SERVICE PLAN
EIN 061227840
V
$42K17.5%11218

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INC—UNUM$12K$6K$18K100.0%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
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