Form 5500 · Employee benefit plan · CHARLOTTE, NC
THE CYPRESS OF CHARLOTTE CLUB, INC.
Public Form 5500 records show how THE CYPRESS OF CHARLOTTE CLUB, INC. (CHARLOTTE, NC) structures its employee benefits. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2103741 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 261 | December | $9,214 |
Questions
Who is THE CYPRESS OF CHARLOTTE CLUB, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE CYPRESS OF CHARLOTTE CLUB, INC.'s broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does THE CYPRESS OF CHARLOTTE CLUB, INC. use?
THE CYPRESS OF CHARLOTTE CLUB, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does THE CYPRESS OF CHARLOTTE CLUB, INC.'s group plan renew?
The most recent Schedule A policy period for THE CYPRESS OF CHARLOTTE CLUB, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE CYPRESS OF CHARLOTTE CLUB, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.