Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAREGIVERS UNITED INC.
EIN 81-4270880hospital & health careLatest filing 2024
Plans
3
Retirement
2
$166K assets
Welfare
1
Participants
56
2075 MAIN STREET, #17 - SARASOTA, FL 34237941-225-0055caregiversunited.netLinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $166K assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$122K
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CAREGIVERS UNITED INC. PROFIT SHARING PLAN
ProfitSharing
Assets$44K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $122K | 18 | 2024 | |
| 001 | CAREGIVERS UNITED INC. PROFIT SHARING PLAN | ProfitSharing | $44K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans