Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Dental$784K
- Vision$156K
Sponsor portfolio
CARECENTRIX, INC.
EIN 11-3454103hospital & health careLatest filing 2025
Plans
2
Retirement
1
$132.6M assets
Welfare
1
$2.4M premiums
Participants
3,656
20 CHURCH STREET, SUITE 1200 - HARTFORD, CT 06103631-501-7330carecentrix.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 2,493 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- SUN LIFE ASSURANCE COMPANY OF CANADA58%
- DELTA DENTAL OF CALIFORNIA30%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- ALPHA DENTAL PROGRAMS, INC.3%
- LEGALPLANS, USA2%
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- ASSUREX GLOBAL CORPORATION3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARECENTRIX, INC. RETIREMENT SAVINGS PLAN
401k
Assets$132.6M
Participants2,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CARECENTRIX HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.4M
Covered lives2,493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | 401k | $132.6M | 2,139 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CARECENTRIX HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.4M | 2,493 | 2025 |
Retirement plans
Welfare plans