Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$166K
- Vision$166K
- Other$78K
- Life$12K
- +1 more
Sponsor portfolio
CARING PLACES MANAGEMENT, LLC
EIN 26-1434249hospital & health careLatest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$1.5M premiums
Participants
1,177
2040 A STREET - FOREST GROVE, OR 97116503-741-2791caringplaces.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 700 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- AETNA LIFE INSURANCE COMPANY84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- TELADOC4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
45%top
- IMA, INC.45%
- WORLD INSURANCE ASSOCIATES LLC37%
- WATCHTOWER BENEFITS, LLC12%
- DIGITAL INSURANCE LLC3%
- ASSUREDPARTNERS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.5M
Participants991
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARING PLACES MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.5M | 991 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARING PLACES MANAGEMENT, LLC WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.5M | 700 | 2025 |
Retirement plans
Welfare plans