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Sponsor portfolioWelfare / HealthEIN 56-2059693

CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC

13808 PROFESSIONAL CENTER DR · HUNTERSVILLE, NC 28078
7048054858
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$255K
No prior year
Persons covered
151
No prior year
Total participants
151
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$255K
CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC WELFARE BENEFITS PLAN
Mixed151 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$136K22.2%
Life$119K19.4%
Short-term disability$119K19.4%
Long-term disability$119K19.4%
Other$119K19.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$136K53.4%11119
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$119K46.6%11151

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAMETROPOLITAN LIFE INSURANCE COMPANY$16K$2K$17K48.6%1
ENROLLEASEBERWYN, PAMETROPOLITAN LIFE INSURANCE COMPANY$6K$40$6K17.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K13.1%1
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$4K$258$5K12.7%1
JEFFREY D HOWARDCHARLOTTE, NCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K6.6%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$635$0$6351.8%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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