Plan Ledger DOL Form 5500 · updated monthly

Carolina Beverage Group, LLCbenefits

Carolina Beverage Group Health and Welfare Plan · MOORESVILLE, NC · plan year 2025

Broker compensation reported · 2025
$167,219

Carolina Beverage Group, LLC's benefits plans covered 664 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $167,219 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $252 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.7x the $44,982 reported for 2024.

Insurance contracts · 20258
USABLE LIFE · stdpremiums n/a · 223 covered
USABLE LIFE · lifepremiums n/a · 303 covered
USABLE LIFEpremiums n/a · 192 covered
USABLE LIFE · lifepremiums n/a · 664 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · stop-losspremiums n/a · 428 covered
USABLE LIFE · ltdpremiums n/a · 198 covered
Brokers & agents paid · 20257
SEE ATTACHED$2,644 · incl $28 fees
STOVALL AND ASSOCIATES INC$77
CAROLINA BENEFIT SOURCE INC$26
Individual agent · names withheld$380

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Mosaic Group Services5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611669373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.