Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$128K
- Vision$128K
- Life$128K
- Short-term disability$128K
- +1 more
Sponsor portfolio
CARESOFT GLOBAL TECHNOLOGIES I
EIN 88-2427345Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.5M premiums
Participants
307
31770 ENTERPRISE DR - LIVONIA, MI 481501960630-929-6659
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 322 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
60%top
- KATHERINE C WOOD60%
- KAPNICK & COMPANY, INC.30%
- CENTRO BENEFITS RESEARCH LLC9%
- LIFETIME FINANCIAL GROWTH OF M0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARESOFT GLOBAL TECHNOLOGIES I 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.0M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARESOFT GLOBAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.5M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARESOFT GLOBAL TECHNOLOGIES I 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.0M | 140 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARESOFT GLOBAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.5M | 322 | 2024 |
Retirement plans
Welfare plans