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Sponsor portfolioWelfare / HealthEIN 61-1669373

CAROLINA BEVERAGE GROUP, LLC

110 BARLEY PARK LANE · MOORESVILLE, NC 28115
7047992337
Plans filed
2
Years active
2015–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
664
No prior year
Total participants
667
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
CAROLINA BEVERAGE GROUP HEALTH AND WELFARE PLAN
Mixed664 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$180K
CAROLINA BEVERAGE GROUP LIFE/ADD, VOLUNTARY LIFE, SHORT TERM AND LONG TERM PLANS
Fully insured371 covered·1 carrier
Primary: USABLE LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M75.1%
Short-term disability$113K7.6%
Long-term disability$95K6.4%
Life$89K6.0%
Other$74K5.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
SL
$1.1M76.5%11428
USABLE LIFE
EIN 710505232
LSTDLTDOth
$301K20.7%15664
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$35K2.4%1121
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$5K0.4%1123

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUSABLE LIFE, CIGNA HEALTH AND LIFE INSURANCE COMPANY$98K$0$98K58.5%1
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAUSABLE LIFE, CIGNA HEALTH AND LIFE INSURANCE COMPANY$47K$0$47K28.1%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$19K$0$19K11.5%1
SEE ATTACHEDCOLUMBIA, SCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$3K$28$3K1.6%1
MATTHEW WINNICKIWINSTON SALEM, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$380$0$3800.2%1
STOVALL & ASSOCIATES, INC.CHOCOWINITY, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$77$0$770.0%1
CAROLINA BENEFITS SOURCE INCMINT HILL, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$26$0$260.0%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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