Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$743K
- Prescription drug$743K
- Other$98K
- Dental$86K
- Vision$86K
- Life$78K
- +2 more
Sponsor portfolio
CASTLEROCK ASSET MANAGEMENT LLC
EIN 46-3883479real estateLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$927K premiums
Participants
348
401 CHURCH STREET, SUITE 2800 - NASHVILLE, TN 37219615-251-1330castlerockam.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $927K premiums / 139 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- UNITEDHEALTHCARE INSURANCE COMPANY80%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- LEGALPLANS, USA0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASTLEROCK 401(K) RETIREMENT PLAN
401k
Assets$5.4M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASTLEROCK HOSPITALITY EMPLOYEE BENEFIT PLANS
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$927K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASTLEROCK 401(K) RETIREMENT PLAN | 401k | $5.4M | 245 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASTLEROCK HOSPITALITY EMPLOYEE BENEFIT PLANS | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $927K | 139 | 2025 |
Retirement plans
Welfare plans