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Sponsor portfolio

CARRIER GROUP BENEFITS LLC

EIN 83-2483336-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$263K premiums
Participants
459
46 INDUSTRIAL PARK, P.O. BOX 718 - SKOWHEGAN, ME 04976207-399-4625
Plans on this EIN
2 filings
#001401k-$5.0M - 237 part#501Fully Insured-$263K - 205 lives

Benefits portfolio analytics

1 plan / $263K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$145K
  • Short-term disability$145K
  • Long-term disability$145K
  • Other$145K
  • Dental$83K
  • Health$22K
  • +1 more
Total $263K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA32%
  • HARVARD PILGRIM HEALTH CARE8%
  • VISION SERVICE PLAN5%
Total $263K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • C M SMITH AGENCY, INC.100%
Total $28K1 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

CARRIER GROUP BENEFITS, LLC 401(K) PLAN

401k

Assets$5.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARRIER GROUP BENEFITS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$263K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARRIER GROUP BENEFITS, LLC 401(K) PLAN401k$5.0M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARRIER GROUP BENEFITS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$263K2052025
Retirement plans
Welfare plans
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