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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
Plan #501$936K
FOUNDATION FOR THE CAROLINAS
Mixed284 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$713K20.3%
Dental$713K20.3%
Vision$713K20.3%
Prescription drug$713K20.3%
Life$223K6.3%
Long-term disability$223K6.3%
Other$223K6.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDV
$713K76.2%11284
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$223K23.8%11105

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCCHARLOTTE, NCCIGNA HEALTH AND LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$127K$10K$137K92.5%1
MOSAIC GROUP SERVICESDURHAM, NCSYMETRA LIFE INSURANCE COMPANY$9K$2K$11K7.5%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
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