Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Carestar, Inc.
EIN 31-1254105hospital & health careLatest filing 2025
Plans
3
Retirement
2
$136.3M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $136.3M assets / 1,318 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$115.8M
- ADP BROKER-DEALER$20.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $562K premiums / 1,022 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$115.8M
Participants725
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CARESTAR 401(K) RETIREMENT PLAN
401(k)
Assets$20.5M
Participants593
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CARESTAR INC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$562K
Covered lives1,022
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $20.5M | 593 | 2025 |
- #002 · ESOP · 2025725
- #001 · 401(k) · 2025593
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,022
Retirement plans
Health & Benefits plans