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Sponsor portfolio

CARGROUP HOLDINGS LLC

EIN 80-0659216-retail-Latest filing 2025
Plans
4
Retirement
1
$8.9M assets
Welfare
3
$4.3M premiums
Participants
963
940 W SPROUL ROAD, SUITE 201 - SPRINGFIELD, PA 19064484-468-3322cargroupholdings.comLinkedIn51-200 employeesretail
Plans on this EIN
4 filings
#001401k-$8.9M - 366 part#501Fully Insured-$2.1M - 584 lives#503Fully Insured-$1.9M - 309 lives#502Mixed-$281K - 608 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • EYEMED VISION CARE1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • ASSUREDPARTNERS74%
  • USI INSURANCE SERVICES LLC26%
Total $128K2 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

CARGROUP HOLDINGS, LLC 401(K) PLAN

401k

Assets$8.9M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARGROUP HOLDINGS, LLC MEDICAL PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$2.1M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CARROUP HOLDINGS, LLC HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.9M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARGROUP HOLDINGS, LLC ANCILLARY BENEFITS PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$281K
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARGROUP HOLDINGS, LLC 401(K) PLAN401k$8.9M3662024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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