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Sponsor portfolio

CARING PROFESSIONALS, INC.

EIN 11-3200513-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$3.2M assets
Welfare
1
$2.4M premiums
Participants
7,441
70-20 AUSTIN STREET, STE. 135 - FOREST HILLS, NY 11375718-897-2273caringprofessionals.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$1.7M - 117 part#002403b-$1.5M - 4,806 part#501Mixed-$2.4M - 3,669 lives

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 4,923 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • INC. RETIREMENT PLAN (#001)54%
  • INC. 401(A) PLAN (#002)46%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(A) PLAN (#002)4,806
  • INC. RETIREMENT PLAN (#001)117
Total 4,923Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.6M
  • Other$468K
  • Life$317K
  • Long-term disability$113K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • ANTHEM LIFE INSURANCE COMPANY63%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
  • EMBLEMHEALTH10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RSC INSURANCE BROKERAGE INC65%
  • ASSUREDPARTNERS20%
  • EMERSON REID LLC15%
Total $228K3 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

CARING PROFESSIONALS, INC. RETIREMENT PLAN

401k

Assets$1.7M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARING PROFESSIONALS, INC. 401(A) PLAN

403b

Assets$1.5M
Participants4,806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARING PROFESSIONALS INC EMPLOYEE BENEFITS PLAN

Mixed - EMPIRE HEALTHCHOICE ASSURANCE, INC.

Premiums$2.4M
Covered lives3,669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARING PROFESSIONALS, INC. RETIREMENT PLAN401k$1.7M1172025
002CARING PROFESSIONALS, INC. 401(A) PLAN403b$1.5M4,8062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARING PROFESSIONALS INC EMPLOYEE BENEFITS PLANMixedEMPIRE HEALTHCHOICE ASSURANCE, INC.$2.4M3,6692024
Retirement plans
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