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Form 5500 · Employee benefit plan · CHARLOTTE, NC

FOUNDATION FOR THE CAROLINAS

FOUNDATION FOR THE CAROLINAS 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 CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. 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 56-6047886 · plan 501 · as of Jul 2026

Participants
158
Carriers on file
2
Disclosed commissions
$117,887
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision265December$82,022
SYMETRA LIFE INSURANCE COMPANYLife, Disability105December$35,865

Questions

Who is FOUNDATION FOR THE CAROLINAS's benefits broker?

Per its most recent Form 5500 Schedule A, FOUNDATION FOR THE CAROLINAS's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does FOUNDATION FOR THE CAROLINAS use?

FOUNDATION FOR THE CAROLINAS's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does FOUNDATION FOR THE CAROLINAS's group plan renew?

The most recent Schedule A policy period for FOUNDATION FOR THE CAROLINAS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FOUNDATION FOR THE CAROLINAS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.