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Sponsor portfolioWelfare / HealthEIN 56-1712853
CAROTEK, INC.
700 SAM NEWELL RD. · MATTHEWS, NC 28105
7048441103
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
295
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #505$2.0M
CAROTEK, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured295 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #501$1.8M
GROUP MEDICAL, DENTAL AND VISION PLAN FOR EMPLOYEES OF CAROTEK, INC.
Fully insured299 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #502$55K
GROUP LIFE AND DISABILITY PLAN FOR EMPLOYEES OF CAROTEK, INC.
Mixed163 covered·1 carrier
Primary: USABLE LIFE
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 24.4% | |
| Dental | $2.0M | 24.4% | |
| Vision | $2.0M | 24.4% | |
| Prescription drug | $2.0M | 24.4% | |
| Life | $69K | 0.9% | |
| Long-term disability | $69K | 0.9% | |
| Other | $69K | 0.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxDV | $2.0M | 96.6% | 1 | 1 | 295 |
EIN 710505232 | LLTDOth | $69K | 3.4% | 1 | 1 | 192 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KENNETH R OLSON | ORLAND PARK, IL | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $33K | $0 | $33K | 51.5% | 1 |
| ALEC WOHLEVER | ORLAND PARK, IL | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $19K | $0 | $19K | 30.2% | 1 |
| THE HORTON GROUP | ORLAND PARK, IL | USABLE LIFE | $7K | $0 | $7K | 10.7% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | USABLE LIFE | $5K | $0 | $5K | 7.5% | 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