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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.1M | 75.1% | |
| Short-term disability | $113K | 7.6% | |
| Long-term disability | $95K | 6.4% | |
| Life | $89K | 6.0% | |
| Other | $74K | 5.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | SL | $1.1M | 76.5% | 1 | 1 | 428 |
EIN 710505232 | LSTDLTDOth | $301K | 20.7% | 1 | 5 | 664 |
EIN 570144607 | Oth | $35K | 2.4% | 1 | 1 | 21 |
EIN 731016728 | Oth | $5K | 0.4% | 1 | 1 | 23 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | USABLE LIFE, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $98K | $0 | $98K | 58.5% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | USABLE LIFE, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $47K | $0 | $47K | 28.1% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | USABLE LIFE | $19K | $0 | $19K | 11.5% | 1 |
| SEE ATTACHED | COLUMBIA, SC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $28 | $3K | 1.6% | 1 |
| MATTHEW WINNICKI | WINSTON SALEM, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $380 | $0 | $380 | 0.2% | 1 |
| STOVALL & ASSOCIATES, INC. | CHOCOWINITY, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $77 | $0 | $77 | 0.0% | 1 |
| CAROLINA BENEFITS SOURCE INC | MINT HILL, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $26 | $0 | $26 | 0.0% | 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