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Sponsor portfolio

CARECLOUD, INC.

EIN 22-3832302-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$407K premiums
Participants
839
7 CLYDE ROAD - SOMERSET, NJ 08873972-421-8314carecloud.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$26.1M - 529 part#501Mixed-$407K - 310 lives

Benefits portfolio analytics

1 plan / $407K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$407K
  • Vision$407K
  • Life$407K
  • Short-term disability$407K
  • Long-term disability$407K
  • Other$407K
Total $407K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $407K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARECLOUD, INC.401(K) PLAN

401k

Assets$26.1M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARECLOUD WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$407K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARECLOUD, INC.401(K) PLAN401k$26.1M5292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARECLOUD WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$407K3102025
Retirement plans
Welfare plans
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