Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.4M
- Life$1.3M
- Other$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Vision$392K
- +1 more
Sponsor portfolio
CAROLLO ENGINEERS, INC.
EIN 86-0899222Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$480.2M assets
Welfare
1
$2.9M premiums
Participants
3,903
4600 EAST WASHINGTON STREET, SUITE 500 - PHOENIX, AZ 85034602-263-9500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 2,702 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- DELTA DENTAL OF CALIFORNIA45%
- HARTFORD LIFE AND ACCIDENT41%
- VISION SERVICE PLAN8%
- HAWAII MEDICAL SERVICE ASSOCIATION5%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
56%top
- HUB INTERNATIONAL MIDWEST LIMITED56%
- JAMES R NELLIGAN & ASSOCIATES LLC44%
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$480.2M
Participants2,215
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$2.9M
Covered lives2,702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $480.2M | 2,215 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAROLLO ENGINEERS CAFETERIA PLAN | Fully Insured | DELTA DENTAL OF ARIZONA | $2.9M | 2,702 | 2025 |
Retirement plans
Welfare plans