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  2. CARE INITIATIVES, INC.
Sponsor portfolioTH

CARE INITIATIVES, INC.

EIN 76-0262402-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$1.8M premiums
Participants
6,072
1611 WEST LAKES PARKWAY - WEST DES MOINES, IA 50266515-224-4442careinitiatives.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$33.8M - 3,584 part#501Mixed-$1.8M - 2,035 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,035 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$592K
  • Dental$497K
  • Other$275K
  • Life$250K
  • Long-term disability$226K
  • Short-term disability$113K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • VERATRUS BENEFIT SOLUTIONS33%
  • DELTA DENTAL OF CALIFORNIA27%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MERCER HEALTH AND BENEFITS, LLC96%
  • BUSINESSOLVER.COM, INC.4%
  • TRUENORTH COMPANIES LC0%
Total $142K3 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

CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN

403b

Assets$33.8M
Participants3,584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARE INITIATIVES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - VERATRUS BENEFIT SOLUTIONS

Premiums$1.8M
Covered lives2,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN403b$33.8M3,5842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARE INITIATIVES, INC. EMPLOYEE WELFARE BENEFIT PLANMixedVERATRUS BENEFIT SOLUTIONS$1.8M2,0352025
Retirement plans
Welfare plans
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