PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CHILDRESS KLEIN PROPERTIES

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 56-1621667

CHILDRESS KLEIN PROPERTIES

301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202
7043429000
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$152K
No prior year
Persons covered
164
No prior year
Total participants
133
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$152K
CHILDRESS KLEIN PROPERTIES WELFARE BENEFIT PLAN
Mixed164 covered·7 carriers
Primary: USABLE LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$111K32.7%
Life$100K29.6%
Long-term disability$87K25.6%
Vision$22K6.4%
Dental$19K5.7%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
USABLE LIFE
EIN 710505232
LLTDOth
$87K57.0%11122
COMMUNITY EYE CARE
EIN 532109225
V
$22K14.3%11151
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$19K12.8%11164
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$14K9.0%1136
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$5K3.3%1124
MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.
EIN 561560450
Oth
$4K2.5%11133
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$2K1.1%11133

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETLIFE LEGAL PLANS, CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, USABLE LIFE, AMERICAN HERITAGE LIFE INSURANCE COMPANY$28K$706$29K85.2%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$5K$0$5K14.8%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
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