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Sponsor portfolio

CAMDEN BAY LTD.

EIN 26-1095447-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$2.3M assets
Welfare
1
$1.1M premiums
Participants
314
10207 INDIANA AVE - LUBBOCK, TX 78423806-712-1110
Plans on this EIN
3 filings
#003401k-$1.7M - 86 part#002401k-$533K - 124 part#501Fully Insured-$1.1M - 174 lives

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 210 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CPCS SITKA 401(K) (#003)77%
  • BSA COMPASSION 401(K) (#002)23%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BSA COMPASSION 401(K) (#002)124
  • CPCS SITKA 401(K) (#003)86
Total 210Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$120K
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE SCIOLI GROUP100%
Total $75K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CPCS SITKA 401(K) PLAN

401k

Assets$1.7M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BSA COMPASSION 401(K) PLAN

401k

Assets$533K
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMDEN BAY LTD DBA BSA COMPASSION HOME CARE & AFFILIATES HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CPCS SITKA 401(K) PLAN401k$1.7M862025
002BSA COMPASSION 401(K) PLAN401k$533K1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMDEN BAY LTD DBA BSA COMPASSION HOME CARE & AFFILIATES HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1742025
Retirement plans
Welfare plans
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