PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cargroup Holdings, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cargroup Holdings, LLC

EIN 80-0659216-retail-Latest filing 2025
Plans
4
Retirement
1
$11.0M assets
Health & Benefits
3
$4.3M premiums
Participants
948
940 W SPROUL RD, SUITE 201 - SPRINGFIELD, PA 19064484-468-3327cargroupholdings.comLinkedIn51-200 employeesretail
Plans on this EIN
4 filings
#001401(k)-$11.0M - 351 part#501Fully insured-$2.1M - 584 lives#503Fully insured-$1.9M - 309 lives#502Mixed-$281K - 608 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $4.3M premiums / 1,501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.9M
  • Health$1.9M
  • Prescription drug$1.9M
Total $1.9M3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARGROUP HOLDINGS, LLC 401(K) PLAN

401(k)

Assets$11.0M
Participants351
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CARGROUP HOLDINGS, LLC MEDICAL PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$2.1M
Covered lives584
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CARROUP HOLDINGS, LLC HEALTH AND WELFARE PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$1.9M
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CARGROUP HOLDINGS, LLC ANCILLARY BENEFITS PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$281K
Covered lives608
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARGROUP HOLDINGS, LLC 401(K) PLAN401(k)$11.0M3512025
  • CARGROUP HOLDINGS, LLC 401(K) PLAN$11.0M
    #001 · 401(k) · 2025351

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CARGROUP HOLDINGS, LLC MEDICAL PLANFully insuredINDEPENDENCE BLUE CROSS$2.1M5842024
#503CARROUP HOLDINGS, LLC HEALTH AND WELFARE PLANFully insuredINDEPENDENCE BLUE CROSS$1.9M3092025
#502CARGROUP HOLDINGS, LLC ANCILLARY BENEFITS PLANMixedUNITED CONCORDIA INSURANCE COMPANY$281K6082024
  • CARGROUP HOLDINGS, LLC MEDICAL PLAN$2.1M
    #501 · Fully insured · INDEPENDENCE BLUE CROSS · 2024584
  • CARROUP HOLDINGS, LLC HEALTH AND WELFARE PLAN$1.9M
    #503 · Fully insured · INDEPENDENCE BLUE CROSS · 2025309
  • CARGROUP HOLDINGS, LLC ANCILLARY BENEFITS PLAN$281K
    #502 · Mixed · UNITED CONCORDIA INSURANCE COMPANY · 2024608
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica