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Sponsor portfolio

CAREL USA

EIN 23-2786822-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$2.2M premiums
Participants
355
385 SOUTH OAK STREET - MANHEIM, PA 17545717-664-0500carelusa.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$8.8M - 194 part#501Fully Insured-$2.2M - 270 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$78K
  • Life$66K
  • Short-term disability$66K
  • Long-term disability$66K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • UNITED CONCORDIA INSURANCE COMPANY3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • AMERICAN INSURANCE ADMINISTRATORS63%
  • GCG FINANCIAL LLC37%
Total $18K2 slices

Plan deep-dives

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

CAREL USA 401K PLAN

401k

Assets$8.8M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREL USA, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREL USA 401K PLAN401k$8.8M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREL USA, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.2M2702025
Retirement plans
Welfare plans
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