Carefirst, Inc. Retirement Plan
Sponsored by Carefirst, Inc. · EIN 522069215 · Plan #003
- Total assets
- $546M
- Net assets
- $545M
- Active participants
- 1,394
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Franklin Templeton Institutional, Llc CRD 117384 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $1,263,200 |
| Hood River Capital Management | Investment management, Direct payment from the plan | $321,656 |
| Silchester | Investment management, Direct payment from the plan, Investment management fees (direct) | $315,956 |
| Dodge And Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $308,508 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $290,489 |
| State Street Bank & Trust Co | Trustee (institutional), Direct payment from the plan | $199,347 |
| Franklin Templeton Institutional | Investment management, Direct payment from the plan, Investment management fees (direct) | $81,901 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Direct payment from the plan | $52,233 |
| Callan Associate, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $51,167 |
| Morneau Shepell Limited | Recordkeeping, Direct payment from the plan | $24,899 |