Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$93K
- Short-term disability$70K
- Long-term disability$50K
- Other$42K
- +2 more
Sponsor portfolio
THE CALDWELL GROUP, INC.
EIN 36-2896884machineryLatest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$1.8M premiums
Participants
355
4080 LOGISTICS PARKWAY - ROCKFORD, IL 61109815-229-5667caldwellinc.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- STUMM INSURANCE LLC100%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CALDWELL GROUP, INC. RETIREMENT SAVINGS PLAN
401k
Assets$6.6M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CALDWELL GROUP BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.8M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CALDWELL GROUP, INC. RETIREMENT SAVINGS PLAN | 401k | $6.6M | 178 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CALDWELL GROUP BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.8M | 225 | 2025 |
Retirement plans
Welfare plans