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Sponsor portfolio

THE CARIOCA COMPANY

EIN 86-0273768-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.5M premiums
Participants
648
2601 W. DUNLAP AVE SUITE 10 - PHOENIX, AZ 85021602-206-6331cariocaco.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$3.5M - 380 part#501Fully Insured-$1.5M - 268 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 268 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $80K1 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

THE CARIOCA COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$3.5M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CARIOCA COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CARIOCA COMPANY RETIREMENT SAVINGS PLAN401k$3.5M3802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CARIOCA COMPANY EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2682025
Retirement plans
Welfare plans
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