Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$813K
- Short-term disability$573K
- Long-term disability$573K
- Dental$491K
- Vision$491K
- Life$240K
Sponsor portfolio
CASTLE MANAGEMENT, LLC
EIN 61-1608997accountingLatest filing 2025
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$1.3M premiums
Participants
5,319
12270 SW 3RD STREET, STE. 200 - PLANTATION, FL 33325954-792-6000castlemanagement.co.ukLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 2,384 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- SUN LIFE ASSURANCE COMPANY OF CANADA44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
- STANDARD INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASTLE MANAGEMENT, LLC 401(K) PLAN
401k
Assets$23.2M
Participants2,935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASTLE MANAGEMENT GROUP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.3M
Covered lives2,384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASTLE MANAGEMENT, LLC 401(K) PLAN | 401k | $23.2M | 2,935 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASTLE MANAGEMENT GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.3M | 2,384 | 2025 |
Retirement plans
Welfare plans