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Sponsor portfolio

SOLSTICE CONSULTING, LLC DBA KIN AND CARTA

EIN 36-4481735-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$6.7M premiums
Participants
0
111 NORTH CANAL STREET SUITE 350 - CHICAGO, IL 60606312-256-6010
Plans on this EIN
2 filings
#001401k-$54.6M - 0 part#503Fully Insured-$6.7M - 755 lives

Benefits portfolio analytics

1 plan / $6.7M premiums / 755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Prescription drug$6.1M
  • Dental$325K
  • Other$299K
  • Life$291K
  • Short-term disability$291K
  • +2 more
Total $6.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • +2 more
Total $6.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GALLAGHER BENEFIT SERVICES, INC.57%
  • HOLMES MURPHY & ASSOCIATES43%
  • GCG FINANCIAL LLC0%
Total $312K3 slices

Plan deep-dives

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

KIN AND CARTA 401(K) PLAN

401k

Assets$54.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

KIN AND CARTA AMERICAS HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.7M
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIN AND CARTA 401(K) PLAN401k$54.6M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503KIN AND CARTA AMERICAS HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.7M7552024
Retirement plans
Welfare plans
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