Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$342K
- Vision$342K
- Life$342K
- Short-term disability$342K
- Long-term disability$342K
- +1 more
Sponsor portfolio
THE CARSWELL GROUP, INC.
EIN 38-2888423real estateLatest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$2.3M premiums
Participants
669
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 348 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- PRIORITY HEALTH85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Broker market share
Schedule A broker compensation
51%top
- BROWN & BROWN INSURANCE SERVICES51%
- RICHARD GRENAY36%
- STRATEGIC NON-MEDICAL SOLUTION13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARSWELL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$7.8M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INDEPENDENT MANAGEMENT SERVICES EMPLOYEE BENEFITS PLAN
Fully Insured - PRIORITY HEALTH
Premiums$2.3M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARSWELL GROUP 401(K) PROFIT SHARING PLAN | 401k | $7.8M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INDEPENDENT MANAGEMENT SERVICES EMPLOYEE BENEFITS PLAN | Fully Insured | PRIORITY HEALTH | $2.3M | 348 | 2025 |
Retirement plans
Welfare plans