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Sponsor portfolio

CAELUM RESEARCH CORPORATION

EIN 52-1512616-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.2M premiums
Participants
659
7361 CALHOUN PLACE, SUITE 430 - ROCKVILLE, MD 20805301-424-8205caelum.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#002401k-$10.8M - 384 part#504Fully Insured-$1.2M - 348 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • PATRIOT GROWTH INSURANCE SERVICES74%
  • EMPLOYEE BENEFITS CORP OF AMERICA11%
  • GIS BENEFITS INC10%
  • THE BUSINESS BENEFITS GROUP, INC.5%
Total $85K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN

401k

Assets$10.8M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CAELUM RESEARCH CORPORATION WRAP BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.2M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN401k$10.8M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CAELUM RESEARCH CORPORATION WRAP BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.2M3482025
Retirement plans
Welfare plans
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