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  2. CAREPATHRX MIDCO INC.
Sponsor portfolio

CAREPATHRX MIDCO INC.

EIN 84-3548586-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$132.7M assets
Welfare
1
$1.8M premiums
Participants
3,316
8333 ROCKSIDE ROAD - VALLEY VIEW, OH 44125216-369-2200
Plans on this EIN
2 filings
#001401k-$132.7M - 3,316 part#501Mixed-$1.8M - 1,013 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,013 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Dental$704K
  • Vision$704K
  • Life$704K
  • Short-term disability$704K
  • Long-term disability$704K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
  • AFLAC9%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • BROWN & BROWN INSURANCE SERVICES39%
  • HUB INTERNATIONAL MIDWEST LIMITED29%
  • CHASSE LYNN GREENE20%
  • MORGAN STRONG10%
  • RUBEN ROSA1%
  • +1 more
Total $109K6 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

CAREPATHRX 401(K) PLAN

401k

Assets$132.7M
Participants3,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREPATH MIDCO, INC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,013
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREPATHRX 401(K) PLAN401k$132.7M3,3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREPATH MIDCO, INC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M1,0132024
Retirement plans
Welfare plans
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