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Form 5500 · Employee benefit plan · MOORESVILLE, NC

CAROLINA BEVERAGE GROUP, LLC

CAROLINA BEVERAGE GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1669373 · plan 501 · as of Aug 2026

Participants
603
Carriers on file
8
Disclosed commissions
$167,191
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYStop-loss428December$1,116,053$115,200
USABLE LIFE223December$112,614$27,918
USABLE LIFELife303December$60,640$10,247
USABLE LIFELife664December$28,499$4,856
USABLE LIFEDisability198December$94,882$4,698
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY21December$35,090$2,616
USABLE LIFE192December$4,807$1,173
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD23December$5,497$483

Questions

Who is CAROLINA BEVERAGE GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CAROLINA BEVERAGE GROUP, LLC's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does CAROLINA BEVERAGE GROUP, LLC use?

CAROLINA BEVERAGE GROUP, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 8 disclosed carriers.

When does CAROLINA BEVERAGE GROUP, LLC's group plan renew?

The most recent Schedule A policy period for CAROLINA BEVERAGE GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CAROLINA BEVERAGE GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.