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Form 5500 · Employee benefit plan · CHARLOTTE, NC

CHARLOTTE MECHANICAL LLC

CHARLOTTE MECHANICAL 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 JAMES A SCOTT & SON INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0947216 · plan 501 · as of Jul 2026

Participants
228
Carriers on file
1
Disclosed commissions
$16,660
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability173May$16,660

Questions

Who is CHARLOTTE MECHANICAL LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CHARLOTTE MECHANICAL LLC's broker of record is JAMES A SCOTT & SON INC.

What insurance carrier does CHARLOTTE MECHANICAL LLC use?

CHARLOTTE MECHANICAL LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does CHARLOTTE MECHANICAL LLC's group plan renew?

The most recent Schedule A policy period for CHARLOTTE MECHANICAL LLC ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

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