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Form 5500 · Employee benefit plan · CHARLOTTE, NC

CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP

CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON INSURANCE AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 24 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
AON INSURANCE AGENCY LLC
Insurance carrier
BLUECROSS BLUESHIELD OF TEXAS
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2470039 · plan 501 · as of Jul 2026

Participants
1,091
Carriers on file
25
Disclosed commissions
$384,885
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth805December$197,930
RELIASTAR LIFE INSURANCE COMPANYLife, Disability1,355December$80,542
DELTA DENTAL OF NORTH CAROLINADental464December$20,957
UNITEDHEALTHCARE INSURANCE COMPANYHealth4,616December$12,911
UNITEDHEALTHCARE INSURANCE COMPANYDental145December$11,274
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)Dental155December$8,916
MEDICAL MUTUALHealth27December$7,969
KAISER FOUNDATION HEALTH PLAN, INC.Health26December$7,841
AETNA LIFE INSURANCE CO.Health, Dental210December$7,251
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision167December$6,777
PRIORITY HEALTH INSURANCE COMPANYHealth27December$6,693
VISION SERVICE PLANVision184December$4,089
DEAN HEALTH PLAN INCHealth16December$3,930
EYEMED VISION CAREVision491December$2,807
UNITEDHEALTHCARE INSURANCE COMPANYVision128December$1,637
UPMC HEALTH OPTIONSHealth3December$1,443
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.Health5December$939
PREVEA360 HEALTH PLANHealth3December$617
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.Health1December$269
KAISER FOUNDATION HEALTH PLAN OF COLORADOHealth1December$68
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.Health1December$25
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)Health32December$0
HEALTH NETHealth5December$0
KAISER FOUNDATION HEALTH PLAN, INC.Health4December$0
HAWAII MEDICAL SERVICE ASSOCIATIONHealth, Dental, Vision1December$0

Questions

Who is CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's benefits broker?

Per its most recent Form 5500 Schedule A, CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's broker of record is AON INSURANCE AGENCY LLC.

What insurance carrier does CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP use?

CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 25 disclosed carriers.

When does CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's group plan renew?

The most recent Schedule A policy period for CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.