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Sponsor portfolio

CAREY INTERNATIONAL, INC.

EIN 52-1171965-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
1
$25.1M assets
Welfare
2
$690K premiums
Participants
802
7445 NEW TECHNOLOGY WAY - FREDERICK, MD 21703301-624-5000carey.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$25.1M - 698 part#502Mixed-$433K - 171 lives#503Mixed-$257K - 271 lives

Benefits portfolio analytics

2 plans / $690K premiums / 442 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$413K
  • Prescription drug$413K
  • Other$262K
  • Life$257K
  • Long-term disability$257K
  • Vision$15K
Total $690K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • KAISER FOUNDATION HEALTH PLAN INC60%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • AETNA LIFE INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $690K5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • MJ INSURANCE24%
Total $59K2 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

CAREY INTERNATIONAL INC 401(K) RETIREMENT PLAN

401k

Assets$25.1M
Participants698
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAREY INTERNATIONAL, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$433K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CAREY INTERNATIONAL, INC. LIFE AND DISABILITY PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$257K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREY INTERNATIONAL INC 401(K) RETIREMENT PLAN401k$25.1M6982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAREY INTERNATIONAL, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$433K1712025
503CAREY INTERNATIONAL, INC. LIFE AND DISABILITY PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$257K2712025
Retirement plans
Welfare plans
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