Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$546K
- Dental$66K
- Vision$66K
Sponsor portfolio
CARLOS BAKERY INC
EIN 22-2978915hospital & health careLatest filing 2025
Plans
3
Retirement
1
$2.7M assets
Welfare
2
$612K premiums
Participants
552
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $612K premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- HCC LIFE INSURANCE COMPANY89%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
63%top
- PATRIOT GROWTH INSURANCE SERVICES63%
- PROFESSIONAL GROUP PLANS INC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARLOS BAKERY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.7M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARLO'S BAKERY INC. MEDICAL PLAN
Self Funded - HCC LIFE INSURANCE COMPANY
Premiums$546K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CARLO'S BAKERY INC. DENTAL AND VISION PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$66K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLOS BAKERY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.7M | 346 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARLO'S BAKERY INC. MEDICAL PLAN | Self Funded | HCC LIFE INSURANCE COMPANY | $546K | 101 | 2024 | |
| 502 | CARLO'S BAKERY INC. DENTAL AND VISION PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $66K | 105 | 2024 |
Retirement plans
Welfare plans