Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$490K
- Dental$164K
- Other$79K
- Life$71K
- Long-term disability$34K
- +2 more
Sponsor portfolio
CARUSO MANAGEMENT COMPANY, LLC
EIN 95-4339434real estateLatest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$2.8M premiums
Participants
385
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 303 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- UNITEDHEALTHCARE INSURANCE COMPANY72%
- KAISER FOUNDATION HEALTH PLAN INC17%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- SHUSTER FINANCIAL & INSURANCE SVCS.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$29.5M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARUSO MANAGEMENT COMPANY, LLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | 401k | $29.5M | 235 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARUSO MANAGEMENT COMPANY, LLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 303 | 2025 |
Retirement plans
Welfare plans