PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CAROLLO ENGINEERS, INC.
Sponsor portfolio

CAROLLO ENGINEERS, INC.

EIN 86-0899222-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$398.2M assets
Welfare
1
$2.4M premiums
Participants
3,408
4600 EAST WASHINGTON STREET, SUITE 500 - PHOENIX, AZ 85034602-263-9500
Plans on this EIN
2 filings
#001401k-$398.2M - 1,957 part#502Fully Insured-$2.4M - 2,431 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Life$913K
  • Other$814K
  • Short-term disability$788K
  • Long-term disability$788K
  • Vision$335K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • HARTFORD LIFE AND ACCIDENT33%
  • VISION SERVICE PLAN9%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • CURALINC HEALTHCARE1%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $42K1 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

CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$398.2M
Participants1,957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAROLLO ENGINEERS CAFETERIA PLAN

Fully Insured - DELTA DENTAL OF ARIZONA

Premiums$2.4M
Covered lives2,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN401k$398.2M1,9572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAROLLO ENGINEERS CAFETERIA PLANFully InsuredDELTA DENTAL OF ARIZONA$2.4M2,4312024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica