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Sponsor portfolioTH

THE CARLSTAR GROUP LLC

EIN 38-3918236-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$68.9M assets
Welfare
1
$3.4M premiums
Participants
1,473
725 COOL SPRINGS BLVD SUITE 500 - FRANKLIN, TN 37067629-654-8589carlstargroup.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$68.9M - 1,473 part#501Mixed-$3.4M - 1,262 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 1,262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.6M
  • Life$378K
  • Long-term disability$240K
  • Other$165K
  • Vision$81K
Total $3.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • STANDARD INSURANCE COMPANY18%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE2%
  • ARAG INSURANCE COMPANY0%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • LOCKTON COMPANIES, LLC58%
  • HUB INTERNATIONAL MIDWEST LIMITED42%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $50K3 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

THE CARLSTAR GROUP LLC 401(K) PLAN

401k

Assets$68.9M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CARLSTAR GROUP, LLC FLEXIBLE BENEFITS PLAN

Mixed - EXPRESS SCRIPTS INC.

Premiums$3.4M
Covered lives1,262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CARLSTAR GROUP LLC 401(K) PLAN401k$68.9M1,4732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CARLSTAR GROUP, LLC FLEXIBLE BENEFITS PLANMixedEXPRESS SCRIPTS INC.$3.4M1,2622024
Retirement plans
Welfare plans
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