Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Vision$1.4M
- Prescription drug$1.4M
- Dental$77K
- Life$77K
Sponsor portfolio
CAREEVOLUTION LLC
EIN 73-1677920computer softwareLatest filing 2025
Plans
2
Retirement
1
$32.9M assets
Welfare
1
$1.5M premiums
Participants
193
521 HILLSPUR - ANN ARBOR, MI 48105734-678-4788careevolution.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
64%top
- RYAN J. HARRIS64%
- MARK T. WIRA26%
- WALTON AGENCY, INC.9%
- MT & W ASSOCIATES, INC.1%
- PARTNERS ADVANTAGE LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAREEVOLUTION 401(K) PLAN
401k
Assets$32.9M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAREEVOLUTION, LLC MASTER WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.5M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAREEVOLUTION 401(K) PLAN | 401k | $32.9M | 95 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAREEVOLUTION, LLC MASTER WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.5M | 244 | 2024 |
Retirement plans
Welfare plans