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Sponsor portfolio

CAREMETX, LLC

EIN 27-4756556-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$1.3M premiums
Participants
2,088
6931 ARLINGTON ROAD, #400 - BETHESDA, MD 20814301-656-1080caremetx.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$26.4M - 1,087 part#501Mixed-$1.3M - 948 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 948 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$772K
  • Life$637K
  • Short-term disability$637K
  • Long-term disability$637K
  • Dental$441K
  • Vision$71K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • UNITEDHEALTHCARE INSURANCE COMPANY43%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • NFP INSURANCE SERVICES INC9%
Total $84K2 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

CAREMETX LLC 401K PLAN

401k

Assets$26.4M
Participants1,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREMETX, LLC EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives948
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREMETX LLC 401K PLAN401k$26.4M1,0872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREMETX, LLC EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.3M9482025
Retirement plans
Welfare plans
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