Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CAREFIRST, INC.
EIN 52-2069215Latest filing 2025
Plans
4
Retirement
2
$1.62B assets
Welfare
2
$7.9M premiums
Participants
20,326
10455 MILL RUN CIRCLE - OWINGS MILLS, MD 211175559410-998-7355
Retirement portfolio analytics
2 plans aggregated / $1.62B assets / 12,750 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- MORNEAU SHEPELL34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.9M premiums / 10,019 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.9M
- Life$6.4M
- Long-term disability$6.4M
Carrier market share
Premium dollars by Schedule A carrier
82%top
- FIRST CARE, INC.82%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY14%
- ARAG INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
51%top
- MARSH & MCLENNAN AGENCY LLC51%
- WILLIS TOWERS WATSON US LLC47%
- STRATEGIC NON-MEDICAL SOLUTION2%
- JAMES F. SALTER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE CAREFIRST 401(K) PLAN
401k
Assets$1.07B
Participants8,238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAREFIRST, INC. RETIREMENT PLAN
CashBalance
Assets$545.6M
Participants4,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE CAREFIRST FLEXIBLE BENEFITS PLAN
Mixed - FIRST CARE, INC.
Premiums$7.9M
Covered lives10,019
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE CAREFIRST RETIREE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CAREFIRST 401(K) PLAN | 401k | $1.07B | 8,238 | 2024 | |
| 003 | CAREFIRST, INC. RETIREMENT PLAN | CashBalance | $545.6M | 4,512 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE CAREFIRST FLEXIBLE BENEFITS PLAN | Mixed | FIRST CARE, INC. | $7.9M | 10,019 | 2025 | |
| 505 | THE CAREFIRST RETIREE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans