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Sponsor portfolio

REFOCUS, INC.

EIN 05-0394380-outsourcing/offshoring-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.3M premiums
Participants
538
45 GREELEY STREET - PROVIDENCE, RI 02904401-272-1600LinkedIn11-50 employeesoutsourcing/offshoring
Plans on this EIN
2 filings
#001401k-$13.7M - 382 part#505Fully Insured-$1.3M - 201 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$11K
  • Life$10K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • STARKWEATHER & SHEPLEY, INC.91%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • JAMES R NELLIGAN & ASSOCIATES LLC3%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC.

401k

Assets$13.7M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

REFOCUS, INC. WELFARE WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$1.3M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC.401k$13.7M3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505REFOCUS, INC. WELFARE WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$1.3M2012025
Retirement plans
Welfare plans
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