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Sponsor portfolio

CARROT FERTILITY

EIN 81-1995709-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$6.6M premiums
Participants
958
2829 WESTOWN PARKWAY, SUITE 100 - WEST DES MOINES, IA 50266510-925-2003
Plans on this EIN
2 filings
#001401k-$21.9M - 506 part#501Mixed-$6.6M - 783 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Other$276K
  • Life$271K
  • Short-term disability$271K
  • Long-term disability$271K
  • Prescription drug$104K
Total $6.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • TRISURA SPECIALTY INSURANCE COMPANY0%
Total $6.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • JUNO INSURANCE SERVICES LLC0%
Total $352K2 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

CARROT 401(K) PLAN

401k

Assets$21.9M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARROT FERTILITY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$6.6M
Covered lives783
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROT 401(K) PLAN401k$21.9M5062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARROT FERTILITY EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$6.6M7832025
Retirement plans
Welfare plans
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