Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$982K
- Dental$982K
- Prescription drug$982K
- Other$74K
- Life$67K
- Short-term disability$67K
- +2 more
Sponsor portfolio
HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC
EIN 27-2027950hospital & health careLatest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.1M premiums
Participants
593
10701 MONTGOMERY BOULEVARD NE, SUITE F - ALBUQUERQUE, NM 87111505-923-4884haverlandcarter.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 454 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
- PRESBYTERIAN HEALTH PLAN INC.1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
HAVERLAND CARTER LIFESTYLE GROUP 403(B) PLAN
403b
Assets$6.0M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LA VIDA LLENA CAFETERIA PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAVERLAND CARTER LIFESTYLE GROUP 403(B) PLAN | 403b | $6.0M | 593 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LA VIDA LLENA CAFETERIA PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 454 | 2025 |
Retirement plans
Welfare plans