Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$807K
- Dental$807K
- Vision$807K
- Other$66K
- Life$54K
- Short-term disability$54K
- +1 more
Sponsor portfolioTH
CASTRO & COMPANY, LLC
EIN 20-2494242accountingLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$873K premiums
Participants
263
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $873K premiums / 120 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- TRANSAMERICA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- SAHOURI INSURANCE & AGCY ASSOC INC98%
- DIGITAL INSURANCE LLC1%
- SAHOURI INSURANCE AGENCY & ASSOC1%
- JAMES T KINNEY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASTRO & COMPANY, LLC 401(K) PLAN
401k
Assets$6.8M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CASTRO & COMPANY HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$873K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASTRO & COMPANY, LLC 401(K) PLAN | 401k | $6.8M | 143 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CASTRO & COMPANY HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $873K | 120 | 2024 |
Retirement plans
Welfare plans