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  2. Caroffer, LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Caroffer, LLC

EIN 61-1923604-computer software-Latest filing 2024
Plans
2
Retirement
1
$5.0M assets
Health & Benefits
1
$2.4M premiums
Participants
227
15601 DALLAS PARKWAY, SUITE 600 - ADDISON, TX 75001888-963-3373caroffer.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$5.0M - 227 part#501Fully insured-$2.4M - 322 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.4M premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$2.3M
  • Life$72K
  • Short-term disability$72K
  • Long-term disability$72K
  • +1 more
Total $2.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CAROFFER 401(K) PLAN

401(k)

Assets$5.0M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAROFFER, LLC HEALTH & WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAROFFER 401(K) PLAN401(k)$5.0M2272024
  • CAROFFER 401(K) PLAN$5.0M
    #001 · 401(k) · 2024227

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAROFFER, LLC HEALTH & WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.4M3222024
  • CAROFFER, LLC HEALTH & WELFARE BENEFITS PLAN$2.4M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024322
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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