Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Health$3.3M
- Dental$3.3M
- Life$248K
- Long-term disability$248K
- Vision$34K
Sponsor portfolio
CASTLELAKE, LP
EIN 20-3323857financial servicesLatest filing 2024
Plans
2
Retirement
1
$43.9M assets
Welfare
1
$3.6M premiums
Participants
369
250 NICOLLET MALL SUITE 900 - MINNEAPOLIS, MN 55401612-428-9660castlelake.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- HEALTHPARTNERS INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASTLELAKE, LP RETIREMENT SAVINGS PLAN
401k
Assets$43.9M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASTLELAKE, L.P. WELFARE & BENEFIT PLAN
Mixed - HEALTHPARTNERS, INC.
Premiums$3.6M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASTLELAKE, LP RETIREMENT SAVINGS PLAN | 401k | $43.9M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASTLELAKE, L.P. WELFARE & BENEFIT PLAN | Mixed | HEALTHPARTNERS, INC. | $3.6M | 155 | 2024 |
Retirement plans
Welfare plans