Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Vision$2.0M
- Prescription drug$2.0M
- Life$69K
- Long-term disability$69K
- +1 more
Sponsor portfolio
CAROTEK, INC.
EIN 56-1712853mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$2.0M premiums
Participants
225
700 SAM NEWELL RD. - MATTHEWS, NC 28105704-844-1103carotek.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 295 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- USABLE LIFE3%
Broker market share
Schedule A broker compensation
52%top
- KENNETH R OLSON52%
- ALEC WOHLEVER30%
- THE HORTON GROUP11%
- MOSAIC GROUP SERVICES8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAROTEK, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$24.0M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CAROTEK, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.0M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAROTEK, INC. 401(K) PROFIT SHARING PLAN | 401k | $24.0M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CAROTEK, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.0M | 295 | 2025 |
Retirement plans
Welfare plans