Form 5500 · Employee benefit plan · CHARLOTTE, NC
ASANA PARTNERS PAYROLL SERVICES LLC
The filing calls this plan ASANA PARTNERS PAYROLL SERVICES LLC WELFARE BENEFIT PLAN.
Public Form 5500 records show how ASANA PARTNERS PAYROLL SERVICES LLC of CHARLOTTE, NC, a real estate employer, structures its employee benefits. Its broker of record is MCGRIFF INSURANCE SERVICES INC. Coverage is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-4051443 · plan 501 · plan year 2024, filed Jul 26, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision and disability; the largest, with BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, covers 104 people.
The filing declares health, dental, vision, disability and life. Life appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $189,216, with $10,967 in disclosed broker commissions — about 5.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MCGRIFF INSURANCE SERVICES INC is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Health | 104 | Jan 1, 2025 | $162,348 | $6,531 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 113 | Jan 1, 2025 | $16,884 | $1,673 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 118 | Jan 1, 2025 | $3,323 | $1,171 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 118 | Jan 1, 2025 | $4,371 | $1,156 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 118 | Jan 1, 2025 | $1,816 | $436 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 118 | Jan 1, 2025 | $474 | $0 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 66-17523. For the contract year on this filing, the carrier reported $162,348 in premium earned and $87,521 in claims incurred. Dividing one by the other gives 54%.
- BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 66-17523 reported $74,828 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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