Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$167K
- Dental$111K
- Vision$111K
- Life$56K
- Short-term disability$56K
- Long-term disability$56K
Sponsor portfolio
CARDONE TRAINING TECHNOLOGIES, I
EIN 33-0770779professional training & coachingLatest filing 2025
Plans
2
Retirement
1
$980K assets
Welfare
1
$167K premiums
Participants
524
18909 NE 29TH AVE - AVENTURA, FL 33180310-777-0255cardoneuniversity.comLinkedIn51-200 employeesprofessional training & coaching
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $167K premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNITEDHEALTHCARE INSURANCE COMPANY66%
- UNITED OF OMAHA LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- WORLD INSURANCE ASSOCIATES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARDONE TRAINING TECHNOLOGIES 401(K) PLAN
401k
Assets$980K
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CARDONE TRAINING TECHNOLOGIES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$167K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARDONE TRAINING TECHNOLOGIES 401(K) PLAN | 401k | $980K | 252 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CARDONE TRAINING TECHNOLOGIES, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $167K | 270 | 2025 |
Retirement plans
Welfare plans