PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Carecentrix, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Carecentrix, Inc.

EIN 11-3454103-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$132.6M assets
Health & Benefits
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 filings
#001401(k)-$132.6M - 2,139 part#501Mixed-$2.4M - 2,493 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,493 covered lives

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
Total $2.4M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARECENTRIX, INC. RETIREMENT SAVINGS PLAN

401(k)

Assets$132.6M
Participants2,139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE CARECENTRIX HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.4M
Covered lives2,493
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARECENTRIX, INC. RETIREMENT SAVINGS PLAN401(k)$132.6M2,1392025
  • CARECENTRIX, INC. RETIREMENT SAVINGS PLAN$132.6M
    #001 · 401(k) · 20252,139

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE CARECENTRIX HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.4M2,4932025
  • THE CARECENTRIX HEALTH AND WELFARE PLAN$2.4M
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20252,493
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica