PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAROLINA CARING INC
Sponsor portfolio

CAROLINA CARING INC

EIN 56-1242526-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$1.0M premiums
Participants
993
3975 ROBINSON ROAD - NEWTON, NC 28658828-466-0466carolinacaring.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$15.3M - 610 part#501Mixed-$1.0M - 635 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$664K
  • Short-term disability$664K
  • Long-term disability$664K
  • Other$664K
  • Dental$320K
  • Vision$37K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA65%
  • DELTA DENTAL OF CALIFORNIA31%
  • COMMUNITY EYE CARE4%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • USI INSURANCE SERVICES LLC52%
  • NATIONAL ENROLLMENT PARTNERS LLC42%
  • SHEALY BENEFITS SERVICES INC6%
Total $142K3 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

CAROLINA CARING RETIREMENT PLAN

403b

Assets$15.3M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA CARING BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA CARING RETIREMENT PLAN403b$15.3M6102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA CARING BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.0M6352025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica