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Sponsor portfolio

CARLEY FOUNDRY, INC.

EIN 41-0914106-defense & space-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$2.6M premiums
Participants
529
8301 CORAL SEA ST NE - BLAINE, MN 55449763-780-5123carleyfoundry.comLinkedIn1-10 employeesdefense & space
Plans on this EIN
2 filings
#003401k-$19.9M - 262 part#501Fully Insured-$2.6M - 296 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Life$291K
  • Other$291K
  • Short-term disability$154K
  • Dental$137K
  • Vision$9K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE0%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CARLEY FOUNDRY, INC. 401(K) RETIREMENT PLAN

401k

Assets$19.9M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARLEY FOUNDRY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.6M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CARLEY FOUNDRY, INC. 401(K) RETIREMENT PLAN401k$19.9M2622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARLEY FOUNDRY HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.6M2962025
Retirement plans
Welfare plans
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