Form 5500 · Employee benefit plan · CHARLOTTE, NC
CAROLINA TRACTOR & EQUIPMENT CO.
CAROLINA TRACTOR & EQUIPMENT CO. of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0167230 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,907 | December | $265,342 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Health, Life | 25 | December | $623 |
Questions
Who is CAROLINA TRACTOR & EQUIPMENT CO.'s benefits broker?
Per its most recent Form 5500 Schedule A, CAROLINA TRACTOR & EQUIPMENT CO.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does CAROLINA TRACTOR & EQUIPMENT CO. use?
CAROLINA TRACTOR & EQUIPMENT CO.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does CAROLINA TRACTOR & EQUIPMENT CO.'s group plan renew?
The most recent Schedule A policy period for CAROLINA TRACTOR & EQUIPMENT CO. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAROLINA TRACTOR & EQUIPMENT CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.