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  2. CARGO, LLC
Sponsor portfolio

CARGO, LLC

EIN 32-0462627-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$175K premiums
Participants
115
914 PENDLETON STREET, SUITE 300 - GREENVILLE, SC 29601864-704-1180thecargoagency.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$3.7M - 78 part#501Mixed-$175K - 62 lives

Benefits portfolio analytics

1 plan / $175K premiums / 62 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$120K
  • Vision$30K
  • Life$30K
  • Long-term disability$30K
  • Other$30K
  • Dental$25K
Total $175K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITED STATES FIRE INSURANCE COMPANY68%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
  • DELTA DENTAL OF CALIFORNIA14%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $175K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARGO, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.7M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARGO, LLC EMPLOYEE BENEFIT PLAN

Mixed - CRUM & FORSTER

Premiums$175K
Covered lives62
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARGO, LLC 401(K) PROFIT SHARING PLAN401k$3.7M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARGO, LLC EMPLOYEE BENEFIT PLANMixedCRUM & FORSTER$175K622025
Retirement plans
Welfare plans
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