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Sponsor portfolio

CARISK PARTNERS

EIN 27-3766484-insurance-Latest filing 2025
Plans
6
Retirement
1
$6.5M assets
Welfare
5
$719K premiums
Participants
1,073
10685 N KENDALL DR. - MIAMI, FL 33176305-514-5332cariskpartners.comLinkedIn51-200 employeesinsurance
Plans on this EIN
6 filings
#001401k-$6.5M - 207 part#505Self Funded-$531K - 135 lives#503Fully Insured-$122K - 242 lives#502Fully Insured-$65K - 164 lives#504Self Funded-0 lives#506Unknown-0 lives

Benefits portfolio analytics

5 plans / $719K premiums / 541 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$531K
  • Dental$122K
  • Vision$122K
  • Other$47K
  • Life$46K
  • Long-term disability$18K
Total $719K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • SYMETRA LIFE INSURANCE COMPANY74%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $719K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • PATRIOT GROWTH INSURANCE SERVICES2%
  • PROFESSIONAL GROUP PLANS INC1%
Total $27K3 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

CARISK PARTNERS, INC. 401(K) PLAN

401k

Assets$6.5M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CARISK PARTNERS INC. TPA

Self Funded - SYMETRA LIFE INSURANCE COMPANY

Premiums$531K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CARISK PARTNERS , INC. DENTAL BENEFITS

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$122K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARISK PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$65K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CARISK PARTNERS INC. STOP LOSS BENEFIT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

CARISK PARTNERS INC. EAP BENEFITS

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARISK PARTNERS, INC. 401(K) PLAN401k$6.5M2072024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CARISK PARTNERS INC. TPASelf FundedSYMETRA LIFE INSURANCE COMPANY$531K1352025
503CARISK PARTNERS , INC. DENTAL BENEFITSFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$122K2422025
502CARISK PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$65K1642025
504CARISK PARTNERS INC. STOP LOSS BENEFITSelf Funded-$002024
506CARISK PARTNERS INC. EAP BENEFITSUnknown-$002025
Retirement plans
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