Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$830K
- Dental$71K
- Vision$15K
Sponsor portfolioTH
CARR & DUFF, LLC
EIN 23-1569948constructionLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$917K premiums
Participants
195
2100 BYBERRY RD - HUNTINGDON VALLEY, PA 190063504215-672-4200carrduff.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $917K premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- SUN LIFE ASSURANCE COMPANY OF CANADA91%
- DELTA DENTAL OF CALIFORNIA8%
- VISION SERVICE PLAN2%
- PRINCIPAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP 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
CARR & DUFF, LLC 401(K) RETIREMENT PLAN
401k
Assets$13.2M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARR AND DUFF, INC. EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY
Premiums$917K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARR & DUFF, LLC 401(K) RETIREMENT PLAN | 401k | $13.2M | 104 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARR AND DUFF, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY | $917K | 185 | 2025 |
Retirement plans
Welfare plans