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Sponsor portfolio

CARREFOUR ASSOCIATES, LLC

EIN 73-1493074-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$747K premiums
Participants
1,497
10810 E 45TH ST STE 300 - TULSA, OK 741463816918-627-6846LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$26.4M - 1,061 part#501Mixed-$747K - 436 lives

Benefits portfolio analytics

1 plan / $747K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$503K
  • Life$253K
  • Short-term disability$253K
  • Long-term disability$253K
  • Dental$204K
  • Vision$40K
Total $747K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY34%
  • UNITEDHEALTHCARE INSURANCE COMPANY33%
  • DELTA DENTAL OF CALIFORNIA27%
  • VISION SERVICE PLAN5%
Total $747K4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • PROFESSIONAL BENEFIT ADMINISTRATORS46%
  • BOESCHEN ADVISORS LLC31%
  • WILLIAM A GRAHAM COMPANY11%
  • AMWINS8%
  • WILLIAM C ALLISON4%
Total $69K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARREFOUR ASSOCIATES LLC P/S 401K PLAN

401k

Assets$26.4M
Participants1,061
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARREFOUR ASSOCIATES, LLC GROUP HEALTH PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$747K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARREFOUR ASSOCIATES LLC P/S 401K PLAN401k$26.4M1,0612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARREFOUR ASSOCIATES, LLC GROUP HEALTH PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$747K4362025
Retirement plans
Welfare plans
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