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Sponsor portfolioWelfare / HealthEIN 56-6047886
FOUNDATION FOR THE CAROLINAS
220 NORTH TRYON STREET · CHARLOTTE, NC 28202
7049734523
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$936K
No prior year
Persons covered
284
No prior year
Total participants
196
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $713K | 20.3% | |
| Dental | $713K | 20.3% | |
| Vision | $713K | 20.3% | |
| Prescription drug | $713K | 20.3% | |
| Life | $223K | 6.3% | |
| Long-term disability | $223K | 6.3% | |
| Other | $223K | 6.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDV | $713K | 76.2% | 1 | 1 | 284 |
EIN 910742147 | LLTDOth | $223K | 23.8% | 1 | 1 | 105 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CHARLOTTE, NC | CIGNA HEALTH AND LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY | $127K | $10K | $137K | 92.5% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | SYMETRA LIFE INSURANCE COMPANY | $9K | $2K | $11K | 7.5% | 1 |
History & trajectory
7 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