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Sponsor portfolio

CAREONSITE MANAGEMENT, INC.

EIN 88-1146270-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$801K premiums
Participants
1,044
1250 PACIFIC AVENUE - LONG BEACH, CA 90813562-437-0831
Plans on this EIN
2 filings
#002401k-$16.0M - 552 part#501Fully Insured-$801K - 614 lives

Benefits portfolio analytics

1 plan / $801K premiums / 614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$402K
  • Prescription drug$402K
  • Dental$370K
  • Life$370K
  • Short-term disability$370K
  • Long-term disability$370K
  • +2 more
Total $801K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • KAISER FOUNDATION HEALTH PLAN INC46%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY46%
  • UNIVERSITY HEALTH ALLIANCE4%
  • EYEMED VISION CARE3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $801K5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BROWN & BROWN INSURANCE SERVICES93%
  • DIGITAL INSURANCE LLC6%
  • KANDRA KING1%
  • CHRISTA G AUFDEMBERG INC0%
Total $85K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN

401k

Assets$16.0M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREONSITE, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$801K
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAREONSITE MANAGEMENT, INC. EMPLOYEES' 401(K) & PROFIT SHARING PLAN401k$16.0M5522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREONSITE, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$801K6142025
Retirement plans
Welfare plans
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