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Sponsor portfolio

HEALTH CAROUSEL, LLC

EIN 20-1601546-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$80.0M assets
Welfare
1
$5.8M premiums
Participants
6,384
3805 EDWARDS ROAD, SUITE 700 - CINCINNATI, OH 45209513-936-7370LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$80.0M - 4,116 part#501Mixed-$5.8M - 2,755 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 2,755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Dental$3.0M
  • Vision$3.0M
  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
  • +1 more
Total $5.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • METROPOLITAN LIFE INSURANCE COMPANY68%
  • PAN-AMERICAN LIFE INSURANCE COMPANY32%
Total $5.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ART HAUSER INSURANCE INC77%
  • SBR SERVICES LLC16%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $788K3 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

HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN

401k

Assets$80.0M
Participants4,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CAROUSEL, LLC EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.8M
Covered lives2,755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN401k$80.0M4,1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CAROUSEL, LLC EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.8M2,7552025
Retirement plans
Welfare plans
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