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Sponsor portfolio

CARING LLC

EIN 82-5467733-information services-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$216K premiums
Participants
220
1515 MOCKINGBIRD LANE, SUITE 410 - CHARLOTTE, NC 28209650-487-0336caring.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filings
#001401k-$9.3M - 220 part#501Mixed-$216K - 190 lives

Benefits portfolio analytics

1 plan / $216K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • Other$101K
  • Dental$95K
  • Vision$19K
Total $216K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • SYMETRA LIFE INSURANCE COMPANY47%
  • DELTA DENTAL OF CALIFORNIA44%
  • VISION SERVICE PLAN9%
Total $216K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • DIGITAL INSURANCE LLC71%
  • CENTRO BENEFITS RESEARCH LLC29%
Total $47K2 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

CARING 401(K) PLAN

401k

Assets$9.3M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARING LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$216K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARING 401(K) PLAN401k$9.3M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARING LLC HEALTH AND WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$216K1902025
Retirement plans
Welfare plans
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