Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$242K
- Life$242K
- Short-term disability$242K
- Long-term disability$242K
- Other$242K
- Vision$22K
Sponsor portfolio
A CARING HEART CASE MANAGEMENT INC.
EIN 20-2297638medical practiceLatest filing 2025
Plans
2
Retirement
1
$205K assets
Welfare
1
$264K premiums
Participants
384
4005 OLEANDER DRIVE, SUITE 102 - WILMINGTON, NC 28403919-920-4567acaringheartinc.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $264K premiums / 362 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA92%
- COMMUNITY EYE CARE8%
Broker market share
Schedule A broker compensation
67%top
- MARSH & MCLENNAN AGENCY LLC67%
- 0009K72616%
- MARK S METTILLE15%
- WATCHTOWER BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A CARING HEART CASE MANAGEMENT 401(K) PLAN
401k
Assets$205K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A CARING HEART CASE MANAGEMENT EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$264K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A CARING HEART CASE MANAGEMENT 401(K) PLAN | 401k | $205K | 21 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A CARING HEART CASE MANAGEMENT EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $264K | 362 | 2025 |
Retirement plans
Welfare plans