Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Life$180K
- Short-term disability$180K
- Long-term disability$180K
- +1 more
Sponsor portfolio
CARD-MONROE CORP.
EIN 62-1111183machineryLatest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$2.0M premiums
Participants
530
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
72%top
- AUSTIN JETT72%
- THE BALDWIN GROUP WEST LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARD-MONROE CORP. 401(K) PLAN
401k
Assets$20.9M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARD-MONROE CORP. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC
Premiums$2.0M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARD-MONROE CORP. 401(K) PLAN | 401k | $20.9M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARD-MONROE CORP. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC | $2.0M | 406 | 2025 |
Retirement plans
Welfare plans