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Form 5500 · Employee benefit plan · CHARLOTTE, NC

CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP

CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP of CHARLOTTE, NC insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AON INSURANCE AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 20 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 Aug 2026

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

Plan brief

Schedule A lists 25 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 805 people.

Reported premium across the insured contracts is $11,824,024, with $384,885 in disclosed broker commissions — about 3.3% 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.

AON INSURANCE AGENCY LLC is the broker of record on 14 of the 25 contracts; the rest name a different broker or none.

21 carriers appear on the filing — BLUECROSS BLUESHIELD OF TEXAS, UNITEDHEALTHCARE INSURANCE COMPANY, AETNA LIFE INSURANCE CO. and RELIASTAR LIFE INSURANCE COMPANY among them — with BLUECROSS BLUESHIELD OF TEXAS writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUECROSS BLUESHIELD OF TEXASHealth805December$5,150,780$197,930
RELIASTAR LIFE INSURANCE COMPANYLife, Disability1,355December$719,903$80,542
DELTA DENTAL OF NORTH CAROLINADental464December$257,218$20,957
UNITEDHEALTHCARE INSURANCE COMPANYHealth4,616December$2,240,283$12,911
UNITEDHEALTHCARE INSURANCE COMPANYDental145December$143,183$11,274
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)Dental155December$112,626$8,916
MEDICAL MUTUALHealth27December$198,524$7,969
KAISER FOUNDATION HEALTH PLAN, INC.Health26December$180,815$7,841
AETNA LIFE INSURANCE CO.Health, Dental210December$1,721,327$7,251
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision167December$85,670$6,777
PRIORITY HEALTH INSURANCE COMPANYHealth27December$167,336$6,693
VISION SERVICE PLANVision184December$40,909$4,089
DEAN HEALTH PLAN INCHealth16December$98,849$3,930
EYEMED VISION CAREVision491December$29,810$2,807
UNITEDHEALTHCARE INSURANCE COMPANYVision128December$16,381$1,637
UPMC HEALTH OPTIONSHealth3December$30,153$1,443
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.Health5December$25,406$939
PREVEA360 HEALTH PLANHealth3December$15,510$617
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.Health1December$6,719$269
KAISER FOUNDATION HEALTH PLAN OF COLORADOHealth1December$1,709$68
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.Health1December—$25
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)Health32December$531,866$0
HEALTH NETHealth5December$29,506$0
KAISER FOUNDATION HEALTH PLAN, INC.Health4December—$0
HAWAII MEDICAL SERVICE ASSOCIATIONHealth, Dental, Vision1December$19,541$0

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