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Sponsor portfolio

CARLOAD EXPRESS, INC.

EIN 02-0460024-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
1
$8.5M assets
Welfare
2
$498K premiums
Participants
325
519 CEDAR WAY, BLDG 1, SUITE 100 - OAKMONT, PA 15139412-426-6600carloadexpress.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$8.5M - 115 part#501Self Funded-$379K - 95 lives#502Fully Insured-$119K - 243 lives

Benefits portfolio analytics

2 plans / $498K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$379K
  • Dental$58K
  • Short-term disability$23K
  • Long-term disability$16K
  • Other$13K
  • Life$9K
  • +1 more
Total $498K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HM LIFE INSURANCE COMPANY76%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE2%
  • WORKPARTNERS1%
Total $498K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HENDERSON BROTHERS, INC.88%
  • ASSUREX12%
Total $1K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARLOAD EXPRESS 401(K) PLAN

401k

Assets$8.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARLOAD EXPRESS, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$379K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARLOAD EXPRESS, INC. WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$119K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLOAD EXPRESS 401(K) PLAN401k$8.5M1152025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARLOAD EXPRESS, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$379K952025
502CARLOAD EXPRESS, INC. WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$119K2432025
Retirement plans
Welfare plans
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