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Sponsor portfolio

CARIBOU FINANCIAL, INC.

EIN 81-3931039-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$2.8M premiums
Participants
588
1200 17TH STREET, SUITE 200 - DENVER, CO 80202301-715-3618
Plans on this EIN
2 filings
#001401k-$8.6M - 294 part#501Fully Insured-$2.8M - 2,660 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 2,660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$297K
  • Dental$186K
  • Life$129K
  • Short-term disability$129K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • DELTA DENTAL OF CALIFORNIA7%
  • SPRING HEALTH6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • VISION SERVICE PLAN1%
  • +2 more
Total $2.8M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARIBOU 401(K) PLAN

401k

Assets$8.6M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARIBOU FINANCIAL, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives2,660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARIBOU 401(K) PLAN401k$8.6M2942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARIBOU FINANCIAL, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.8M2,6602025
Retirement plans
Welfare plans
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