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Sponsor portfolio

CARE VENTURES, INC.

EIN 52-2323856-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$249K premiums
Participants
555
157 BALTIMORE STREET, SUITE 102 - CUMBERLAND, MD 21502301-722-3215careventures.netLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.9M - 427 part#501Fully Insured-$249K - 148 lives

Benefits portfolio analytics

1 plan / $249K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$174K
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • Health$75K
  • Dental$75K
  • +1 more
Total $249K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY63%
  • UNITEDHEALTHCARE INSURANCE COMPANY30%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
Total $249K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARE VENTURES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.9M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARE VENTURES ACCOUNTABLE HEALTH PLAN

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$249K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARE VENTURES, INC. 401(K) PROFIT SHARING PLAN401k$9.9M4272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARE VENTURES ACCOUNTABLE HEALTH PLANFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$249K1482024
Retirement plans
Welfare plans
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