PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Carisk Partners, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Carisk Partners, Inc.

EIN 27-3766484-insurance-Latest filing 2025
Plans
6
Retirement
1
$9.4M assets
Health & Benefits
5
$719K premiums
Participants
1,115
10685 NORTH KENDALL DRIVE - MIAMI, FL 33176786-697-5184cariskpartners.comLinkedIn51-200 employeesinsurance
Plans on this EIN
6 filings
#001401(k)-$9.4M - 249 part#505Self-funded-$531K - 135 lives#503Fully insured-$122K - 242 lives#502Fully insured-$65K - 164 lives#504Self-funded-0 lives#506Unknown-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARISK PARTNERS, INC. 401(K) PLAN

401(k)

Assets$9.4M
Participants249
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

CARISK PARTNERS INC. TPA

Self-funded - SYMETRA LIFE INSURANCE COMPANY

Premiums$531K
Covered lives135
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CARISK PARTNERS , INC. DENTAL BENEFITS

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$122K
Covered lives242
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CARISK PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$65K
Covered lives164
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

CARISK PARTNERS INC. STOP LOSS BENEFIT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

CARISK PARTNERS INC. EAP BENEFITS

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARISK PARTNERS, INC. 401(K) PLAN401(k)$9.4M2492025
  • CARISK PARTNERS, INC. 401(K) PLAN$9.4M
    #001 · 401(k) · 2025249

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • CARISK PARTNERS INC. TPA$531K
    #505 · Self-funded · SYMETRA LIFE INSURANCE COMPANY · 2025135
  • CARISK PARTNERS , INC. DENTAL BENEFITS$122K
    #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025242
  • CARISK PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLAN$65K
    #502 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025164
  • CARISK PARTNERS INC. STOP LOSS BENEFIT$0
    #504 · Self-funded · 20240
  • CARISK PARTNERS INC. EAP BENEFITS$0
    #506 · Unknown · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica