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Sponsor portfolio

CAREFREE PRACTICE RESOURCES, LLC

EIN 45-5511352-medical practice-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$2.4M premiums
Participants
639
9785 GATEWAY DRIVER, SUITE 2000 - RENO, NV 89521775-335-1510LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$18.2M - 439 part#501Fully Insured-$2.4M - 403 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$292K
  • Vision$292K
  • Life$292K
  • Short-term disability$292K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED HEALTHCARE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • PROVIDENCE HEALTH PLAN2%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ASSUREDPARTNERS97%
  • CHRISTIAN CASSEL2%
  • AP BENEFIT ADVISORS, LLC1%
Total $118K3 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

CAREFREE PRACTICE RESOURCES LLC 401K PROFIT SHARING PLAN

401k

Assets$18.2M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREFREE PRACTICE RESOURCES, LLC (BLUE TREE DENTAL MGMT) HEALTH AND WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREFREE PRACTICE RESOURCES LLC 401K PROFIT SHARING PLAN401k$18.2M4392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREFREE PRACTICE RESOURCES, LLC (BLUE TREE DENTAL MGMT) HEALTH AND WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.4M4032025
Retirement plans
Welfare plans
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