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Sponsor portfolio

CARAVEL AUTISM HEALTH

EIN 27-1278853-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$646K premiums
Participants
3,574
1575 ALLOUEZ AVENUE - GREEN BAY, WI 54311920-857-9041wiaba.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$15.9M - 1,939 part#501Mixed-$646K - 1,565 lives

Benefits portfolio analytics

1 plan / $646K premiums / 1,565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$565K
  • Life$513K
  • Short-term disability$513K
  • Long-term disability$513K
  • Vision$81K
Total $646K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • EYEMED VISION CARE13%
Total $646K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • LOCKTON COMPANIES, LLC3%
Total $37K2 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

CARAVEL AUTISM HEALTH, LLC 401(K) PLAN

401k

Assets$15.9M
Participants1,939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARAVEL AUTISM HEALTH-HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$646K
Covered lives1,565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARAVEL AUTISM HEALTH, LLC 401(K) PLAN401k$15.9M1,9392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARAVEL AUTISM HEALTH-HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$646K1,5652025
Retirement plans
Welfare plans
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