Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.5M
- Dental$383K
- Short-term disability$374K
- Long-term disability$192K
- Other$183K
- Life$88K
- +1 more
Sponsor portfolio
CAREATC, INC.
EIN 73-1598062hospital & health careLatest filing 2024
Plans
3
Retirement
1
$22.4M assets
Welfare
2
$2.7M premiums
Participants
2,141
4500 S. 129TH E. AVE. #191 - TULSA, OK 74134918-779-7458careatc.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.7M premiums / 1,306 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
- UNUM LIFE INSURANCE COMPANY OF AMERICA28%
- DELTA DENTAL OF CALIFORNIA14%
- STARMOUNT LIFE INSURANCE COMPANY2%
- EMPATHIA, INC.0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
- THE CASON GROUP INC0%
- USI INSURANCE SERVICES LLC0%
- PROPEL INSURANCE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$22.4M
Participants841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAREATC, INC. EMPLOYEE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CAREATC, INC. LTD PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$687K
Covered lives642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $22.4M | 841 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAREATC, INC. EMPLOYEE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.0M | 664 | 2024 | |
| 502 | CAREATC, INC. LTD PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $687K | 642 | 2024 |
Retirement plans
Welfare plans