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Sponsor portfolioTH

CARTER BLOODCARE

EIN 75-1035606-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$61.2M assets
Welfare
1
$1.2M premiums
Participants
1,918
2205 HIGHWAY 121 - BEDFORD, TX 76021817-412-5121carterbloodcare.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$61.2M - 1,150 part#501Mixed-$1.2M - 982 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 982 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$497K
  • Dental$480K
  • Vision$480K
  • Life$258K
  • Long-term disability$158K
  • Other$23K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • SHERYL POWERS0%
Total $143K2 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

CARTER BLOODCARE EMPLOYEE'S SAVINGS PLAN

401k

Assets$61.2M
Participants1,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARTER BLOODCARE WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARTER BLOODCARE EMPLOYEE'S SAVINGS PLAN401k$61.2M1,1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARTER BLOODCARE WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.2M9822024
Retirement plans
Welfare plans
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