Form 5500 · Employee benefit plan · MOORESVILLE, NC
RANDY MARION INC
The filing calls this plan RANDY MARION CHEVROLET BUICK CADILLAC LLC HEALTH & WELFARE PLAN.
RANDY MARION INC of MOORESVILLE, NC insures health, dental, vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is PIEDMONT BENEFITS GROUP. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1710582 · plan 501 · plan year 2024, filed Sep 25, 2025
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1,311 other employer plans in North Carolina have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with HARTFORD LIFE AND ACCIDENT, covers 834 people.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $987,471, with $264,356 in disclosed broker commissions — about 27% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
PIEDMONT BENEFITS GROUP is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 834 | Jan 1, 2026 | $604,013 | $103,489 |
| BRECKPOINT INSURANCE COMPANY LLC | Health, Stop-loss | 552 | Jan 1, 2025 | — | $101,354 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 830 | Jan 1, 2025 | $383,458 | $59,513 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,311 other employer plans in North Carolina are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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