Form 5500 · Employee benefit plan · CHARLOTTE, NC
CFSC SHARED SERVICES, LLC
CFSC SHARED SERVICES, LLC 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 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3701552 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 372 | December | $51,054 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 8 | December | $1,487 |
| VISION SERVICE PLAN | Vision | 285 | December | $1,218 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 12 | December | $629 |
Questions
Who is CFSC SHARED SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CFSC SHARED SERVICES, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does CFSC SHARED SERVICES, LLC use?
CFSC SHARED SERVICES, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does CFSC SHARED SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for CFSC SHARED SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CFSC SHARED SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.