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Sponsor portfolio

CARLEY CORPORATION

EIN 59-3067791-defense & space-Latest filing 2025
Plans
3
Retirement
2
$40.9M assets
Welfare
1
$538K premiums
Participants
480
12802 SCIENCE DR STE 300 - ORLANDO, FL 32826407-377-1332carleycorp.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#002ESOP-$27.4M - 166 part#001401k-$13.5M - 232 part#501Fully Insured-$538K - 104 lives

Retirement portfolio analytics

2 plans aggregated / $40.9M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • EMPLOYEE STOCK OWNERSHIP (#002)67%
  • CARLEY CORPORATION 401(K) (#001)33%
Total $40.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • (Not disclosed)67%
  • THE VANGUARD GROUP, INC.33%
Total $40.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARLEY CORPORATION 401(K) (#001)232
  • EMPLOYEE STOCK OWNERSHIP (#002)166
Total 398Click row to drill in

Benefits portfolio analytics

1 plan / $538K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$379K
  • Other$85K
  • Life$82K
  • Short-term disability$82K
  • Long-term disability$82K
  • Dental$65K
  • +1 more
Total $538K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • HARTFORD LIFE AND ACCIDENT15%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $538K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • KEYSTONE BENEFIT GROUP96%
  • CENTRO BENEFITS RESEARCH LLC4%
  • BARRY OLFERN AND ASSOC. INC0%
  • TRACY REEVES0%
  • SUPERIOR LIFE SOLUTIONS, INC.0%
Total $78K5 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

CARLEY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.4M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CARLEY CORPORATION 401(K) PLAN

401k

Assets$13.5M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARLEY CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$538K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARLEY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$27.4M1662024
001CARLEY CORPORATION 401(K) PLAN401k$13.5M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARLEY CORPORATION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$538K1042025
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