Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.4M
- Prescription drug$13.4M
- Other$879K
- Life$634K
- Short-term disability$634K
- Long-term disability$634K
- +2 more
Filings through .
Caret Holdings, Inc.
EIN 47-3049829Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$78.3M assets
Health & Benefits
1
$15.0M premiums
Participants
3,056
80 EAST RICH STREET, SUITE 500 - COLUMBUS, OH 43215866-980-9431
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $15.0M premiums / 2,048 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROOT RETIREMENT PLAN
401(k)
Assets$78.3M
Participants1,837
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CARET HOLDINGS, INC. HEALTH AND WELFARE PLAN
Fully insured - COMMUNITY INSURANCE COMPANY
Premiums$15.0M
Covered lives2,048
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROOT RETIREMENT PLAN | 401(k) | $78.3M | 1,837 | 2025 |
- ROOT RETIREMENT PLAN$78.3M#001 · 401(k) · 20251,837
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CARET HOLDINGS, INC. HEALTH AND WELFARE PLAN | Fully insured | COMMUNITY INSURANCE COMPANY | $15.0M | 2,048 | 2025 |
- #501 · Fully insured · COMMUNITY INSURANCE COMPANY · 20252,048
Retirement plans
Health & Benefits plans