Assets by plan
Share of aggregate retirement assets
57%top
Filings through .
Sponsor portfolio
Caresify LLC
EIN 47-5586664Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$472K assets
Welfare
1
$49K premiums
Participants
1,813
704 MACDADE BLVD - COLLINGDALE, PA 19023215-631-3999
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $472K assets / 1,305 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $49K premiums / 508 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$37K
- Vision$37K
- Life$12K
- Other$12K
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARESIFY LLC 401(K) PLAN
401(k)
Assets$271K
Participants1,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CARESIFY LLC 401(K) P/S PLAN
401(k)
Assets$201K
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CARESIFY LLC WELFARE BENEFITS PLAN
Mixed - AMERITAS LIFE INSURANCE CORPORATION
Premiums$49K
Covered lives508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARESIFY LLC 401(K) PLAN | 401(k) | $271K | 1,038 | 2025 | |
| 001 | CARESIFY LLC 401(K) P/S PLAN | 401(k) | $201K | 267 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARESIFY LLC WELFARE BENEFITS PLAN | Mixed | AMERITAS LIFE INSURANCE CORPORATION | $49K | 508 | 2025 |
Retirement plans
Welfare plans