Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$456K
- Dental$374K
- Life$352K
- Short-term disability$352K
- Long-term disability$352K
- Vision$67K
Sponsor portfolioTH
CAREABOUT MSO, LLC
EIN 87-4407782Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$176.9M assets
Welfare
1
$896K premiums
Participants
2,929
530 FIFTH AVENUE, FLOOR 21 - NEW YORK, NY 10036917-282-7848
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $896K premiums / 858 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- AETNA LIFE INSURANCE COMPANY52%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
- VISION SERVICE PLAN7%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAREABOUT 401(K) PLAN
401k
Assets$176.9M
Participants2,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAREABOUT MSO LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$896K
Covered lives858
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAREABOUT 401(K) PLAN | 401k | $176.9M | 2,165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAREABOUT MSO LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $896K | 858 | 2024 |
Retirement plans
Welfare plans