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Sponsor portfolio

CORE BTS, INC.

EIN 20-3873764-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$97.8M assets
Welfare
1
$7.4M premiums
Participants
1,489
5875 CASTLE CREEK PARKWAY, SUITE 320 - INDIANAPOLIS, IN 46250317-566-6213corebts.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$97.8M - 944 part#501Fully Insured-$7.4M - 971 lives

Benefits portfolio analytics

1 plan / $7.4M premiums / 971 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7.0M
  • Health$6.9M
  • Vision$6.9M
  • Prescription drug$6.9M
  • Other$464K
  • Life$373K
  • +2 more
Total $7.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • ANTHEM LIFE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • ARAG INSURANCE COMPANY0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $7.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • GALLAGHER BENEFIT SERVICES, INC.88%
  • PROFESSIONAL GROUP PLANS INC12%
Total $186K2 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

CORE BTS 401(K) RETIREMENT PLAN

401k

Assets$97.8M
Participants944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORE BTS, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$7.4M
Covered lives971
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORE BTS 401(K) RETIREMENT PLAN401k$97.8M9442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORE BTS, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$7.4M9712025
Retirement plans
Welfare plans
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