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Sponsor portfolio

CALDWELL HOSPICE AND PALLIATIVE CARE, INC.

EIN 56-1338470-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$10.6M assets
Welfare
2
$732K premiums
Participants
662
902 KIRKWOOD STREET NW - LENOIR, NC 28645828-754-0101LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$10.6M - 373 part#502Fully Insured-$507K - 187 lives#501Mixed-$225K - 153 lives

Benefits portfolio analytics

2 plans / $732K premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$643K
  • Health$411K
  • Prescription drug$411K
  • Life$163K
  • Short-term disability$163K
  • Long-term disability$163K
  • +2 more
Total $732K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • USABLE LIFE22%
  • STARMOUNT LIFE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • COMMUNITY EYE CARE2%
  • +1 more
Total $732K6 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • USI INSURANCE SERVICES LLC72%
  • SHEALY BENEFITS SERVICES INC17%
  • MOSAIC GROUP SERVICES11%
Total $143K3 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

CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN

403b

Assets$10.6M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CALDWELL HOSPICE AND PALLIATIVE CARE, INC. DBA AMOREM EMPLOYEE MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$507K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CALDWELL HOSPICE AND PALLIATIVE CARE, INC. DBA AMOREM LIFE, AD&D, AND DISABILITY PLAN

Mixed - USABLE LIFE

Premiums$225K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN403b$10.6M3732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CALDWELL HOSPICE AND PALLIATIVE CARE, INC. DBA AMOREM EMPLOYEE MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$507K1872025
501CALDWELL HOSPICE AND PALLIATIVE CARE, INC. DBA AMOREM LIFE, AD&D, AND DISABILITY PLANMixedUSABLE LIFE$225K1532025
Retirement plans
Welfare plans
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