Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARESTAR, INC.
EIN 31-1254105hospital & health careLatest filing 2025
Plans
3
Retirement
2
$136.3M assets
Welfare
1
$562K premiums
Participants
1,730
4540 COOPER ROAD, SUITE 200 - BLUE ASH, OH 45242513-206-7857carestar.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $136.3M assets / 1,318 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- (Not disclosed)85%
- ADP BROKER-DEALER15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $562K premiums / 1,022 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$290K
- Life$286K
- Short-term disability$286K
- Long-term disability$286K
- Dental$234K
- Vision$38K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA51%
- METROPOLITAN LIFE INSURANCE COMPANY42%
- EYEMED VISION CARE7%
- AFLAC1%
Broker market share
Schedule A broker compensation
97%top
- USI INSURANCE SERVICES LLC97%
- HORAN ASSOCIATES INC.1%
- NICOLE S. MCDONALD0%
- VINTON ROLAND FIORINI0%
- HUB INTERNATIONAL MIDWEST LIMITED0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$115.8M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARESTAR 401(K) RETIREMENT PLAN
401k
Assets$20.5M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARESTAR INC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$562K
Covered lives1,022
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $115.8M | 725 | 2025 | |
| 001 | CARESTAR 401(K) RETIREMENT PLAN | 401k | $20.5M | 593 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARESTAR INC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $562K | 1,022 | 2025 |
Retirement plans
Welfare plans