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Sponsor portfolioWelfare / HealthEIN 56-1045299

YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE

400 E. MOREHEAD STREET 5TH FLOOR · CHARLOTTE, NC 28202
7047166100
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
480
No prior year
Total participants
644
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.0M
THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE
Fully insured480 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO
Plan #502$0
YMCA OF GREATER CHARLOTTE INVOLUNTARY SEPARATION PAY PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M30.1%
Dental$2.7M30.1%
Vision$2.7M30.1%
Life$223K2.5%
Short-term disability$223K2.5%
Long-term disability$223K2.5%
Other$223K2.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$2.7M92.5%11480
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTDOth
$223K7.5%11401

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCKING OF PRUSSIA, PARELIASTAR LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO$14K$16K$31K51.8%1
MOSAIC GROUP SERVICESDURHAM, NCRELIASTAR LIFE INSURANCE COMPANY$11K$9K$20K33.3%1
IBENEFIT COMMUNICATION LLCCHARLOTTE, NCRELIASTAR LIFE INSURANCE COMPANY$6K$0$6K10.1%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLRELIASTAR LIFE INSURANCE COMPANY$0$3K$3K4.8%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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