Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$404K
- Other$106K
- Dental$47K
- Life$34K
- Short-term disability$24K
- Long-term disability$20K
- +2 more
Sponsor portfolio
CARETAKER, INC.
EIN 86-0613946Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$553K premiums
Participants
595
741 NORTH MONTEREY STREET - GILBERT, AZ 85233480-545-9755
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $553K premiums / 283 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- AETNA LIFE INSURANCE COMPANY71%
- RELIANCE STANDARD LIFE INSURANCE COMPANY14%
- EDIS8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- AXIS INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
64%top
- MARK J MATSOCK & ASSOCIATES INC64%
- ROGERS BENEFIT GROUP INC11%
- ASSUREDPARTNERS11%
- MARK J MATSOCK9%
- NOAH OROPEZA4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARETAKER, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.9M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARETAKER LANDSCAPE AND TREE MANAGEMENT WELFARE BENEFIT PLAN
Fully Insured - AETNA
Premiums$553K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARETAKER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.9M | 292 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARETAKER LANDSCAPE AND TREE MANAGEMENT WELFARE BENEFIT PLAN | Fully Insured | AETNA | $553K | 283 | 2025 |
Retirement plans
Welfare plans