Assets by plan
Share of aggregate retirement assets
Filings through .
Caregivers United Inc.
EIN 81-4270880hospital & health careLatest filing 2025
Plans
3
Retirement
2
$381K assets
Health & Benefits
1
Participants
69
2075 MAIN STREET, #17 - SARASOTA, FL 34237941-225-0055caregiversunited.netLinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $381K assets / 47 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$295K
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CAREGIVERS UNITED INC. PROFIT SHARING PLAN
Profit-sharing
Assets$87K
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $295K | 22 | 2025 |
| #001 | CAREGIVERS UNITED INC. PROFIT SHARING PLAN | Profit-sharing | $87K | 25 | 2025 |
- #002 · Traditional DB · 202522
- #001 · Profit-sharing · 202525
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | CAREGIVERS UNITED INC. DEFINED BENEFIT PENSION PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans