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Sponsor portfolio

CARVAJALS INC.

EIN 74-1912220-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.4M premiums
Participants
405
3410 ROOSEVELT AVE - SAN ANTONIO, TX 78214210-378-2213
Plans on this EIN
2 filings
#001401k-$5.7M - 209 part#501Mixed-$1.4M - 263 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Other$150K
  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $95K1 slice

Plan deep-dives

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

CARVAJAL INC. 401K PLAN

401k

Assets$5.7M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARVAJAL PHARMACY ERISA WRAP PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARVAJAL INC. 401K PLAN401k$5.7M2092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARVAJAL PHARMACY ERISA WRAP PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.4M2632025
Retirement plans
Welfare plans
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