Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$290K
- Other$97K
- Short-term disability$73K
- Long-term disability$73K
Sponsor portfolio
CADDIS CAPITAL MANAGEMENT LLC
EIN 84-2978102management consultingLatest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$290K premiums
Participants
597
132 E 13065 S STE 175 - DRAPER, UT 840208643801-590-2715caddiscap.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $290K premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- PAN-AMERICAN LIFE INSURANCE COMPANY67%
- HARTFORD LIFE AND ACCIDENT25%
- METROPOLITAN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
50%top
- TRUCORDIA INSURANCE SERVICES LLC50%
- GIS BENEFITS INC26%
- PCF INSURANCE SERVICES OF THE WEST18%
- PLANSIGHT, INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CADDIS CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$6.4M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CADDIS CAPITAL MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - PAN AMERICAN LIFE INSURANCE COMPANY
Premiums$290K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CADDIS CAPITAL MANAGEMENT 401(K) PLAN | 401k | $6.4M | 355 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CADDIS CAPITAL MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | PAN AMERICAN LIFE INSURANCE COMPANY | $290K | 242 | 2025 |
Retirement plans
Welfare plans