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  2. CARCO GROUP, INC.
Sponsor portfolio

CARCO GROUP, INC.

EIN 11-2504343-Latest filing 2025
Plans
5
Retirement
1
$37.4M assets
Welfare
4
$13.7M premiums
Participants
3,285
5000 CORPORATE COURT, SUITE 203 - HOLTSVILLE, NY 11742631-862-9300
Plans on this EIN
5 filings
#001401k-$37.4M - 770 part#503Fully Insured-$6.0M - 1,056 lives#504Fully Insured-$6.0M - 1,056 lives#501Fully Insured-$1.7M - 199 lives#502Fully Insured-$94K - 412 lives

Benefits portfolio analytics

4 plans / $13.7M premiums / 2,723 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Dental$7.6M
  • Vision$6.0M
  • Other$119K
  • Life$117K
  • Long-term disability$98K
Total $13.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • BLUE CROSS OF CALIFORNIA12%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $13.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • WILLIS TOWERS WATSON US LLC70%
  • EMPYREAN BENEFIT SOLUTIONS INC12%
  • AP BENEFIT ADVISORS, LLC7%
  • LIAZON BENEFITS INC6%
  • KILPATRICK COMPANIES LLC5%
Total $60K5 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

CARCO GROUP, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$37.4M
Participants770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CARCO GROUP, INC. DENTAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.0M
Covered lives1,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CARCO GROUP, INC. HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.0M
Covered lives1,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PRECHECK HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARCO GROUP, INC. LIFE AND DISABILITY PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY

Premiums$94K
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARCO GROUP, INC. PROFIT SHARING AND 401(K) PLAN401k$37.4M7702024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CARCO GROUP, INC. DENTAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.0M1,0562025
504CARCO GROUP, INC. HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.0M1,0562025
501PRECHECK HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M1992025
502CARCO GROUP, INC. LIFE AND DISABILITY PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NY$94K4122025
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