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Sponsor portfolio

CAREGILITY CORPORATION

EIN 84-1806604-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$17.9M assets
Welfare
2
$554K premiums
Participants
341
1350 CAMPUS PKWY, #201 - WALL TOWNSHIP, NJ 07753732-413-6041caregility.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$17.9M - 147 part#501Self Funded-$331K - 85 lives#502Fully Insured-$224K - 171 lives

Benefits portfolio analytics

2 plans / $554K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$331K
  • Dental$99K
  • Other$62K
  • Life$33K
  • Short-term disability$26K
  • Long-term disability$23K
  • +1 more
Total $554K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HM LIFE INSURANCE COMPANY60%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY19%
  • DELTA DENTAL OF CALIFORNIA18%
  • VISION SERVICE PLAN3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +1 more
Total $554K6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • THELMA JEAN CITTA1%
  • JILLETTA RILEY0%
  • KARL M FRIEDMAN0%
  • MGW SERVICES LLC0%
Total $24K5 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

CAREGILITY 401(K) PLAN

401k

Assets$17.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREGILITY CORPORATION EMPLOYEE BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$331K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CAREGILITY CORPORATION GROUP INSURANCE PLAN

Fully Insured - DELTA DENTAL

Premiums$224K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREGILITY 401(K) PLAN401k$17.9M1472025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREGILITY CORPORATION EMPLOYEE BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$331K852025
502CAREGILITY CORPORATION GROUP INSURANCE PLANFully InsuredDELTA DENTAL$224K1712025
Retirement plans
Welfare plans
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