Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Sponsor portfolio
CAROLINA CASE MANAGEMENT
EIN 56-1939062medical practiceLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$28K premiums
Participants
249
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $28K premiums / 111 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN
401k
Assets$17.5M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CAROLINA CASE MANAGEMENT SHORT-TERM DISABILITY BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$28K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | 401k | $17.5M | 139 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAROLINA CASE MANAGEMENT SHORT-TERM DISABILITY BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | 111 | 2025 |
Retirement plans
Welfare plans