Plan Ledger DOL Form 5500 · updated monthly

Charlotte Mechanical LLCbenefits

Charlotte Mechanical LLC Employee Benefits Plan · CHARLOTTE, NC · plan year 2024

Previously filed as Charlotte Mechanical, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$28,215

Charlotte Mechanical LLC's benefits plans covered 184 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $28,215 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $153 per covered person, below the median for employer plans that report broker pay. Broker pay fell 3.3% from $29,169 in 2023.

Insurance contracts · 20241
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 173 covered
Brokers & agents paid · 20243
THE CASON GROUP$13,520 · incl $9,558 fees
JAMES A SCOTT & SON, INC.$12,698
WATCHTOWER BENEFITS, LLC$1,997 · incl $1,997 fees
Also brokered by The Cason Group5
Poly-Med, Inc. SC$56,925

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 470947216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.