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Sponsor portfolio

CORERX, INC.

EIN 20-4764272-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$47.3M assets
Welfare
1
$2.1M premiums
Participants
428
14205 MYERLAKE CIR - CLEARWATER, FL 33760727-259-6950
Plans on this EIN
2 filings
#001401k-$47.3M - 227 part#501Fully Insured-$2.1M - 201 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$337K
  • Vision$337K
  • Life$337K
  • Short-term disability$337K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MARSH & MCLENNAN AGENCY LLC50%
  • USI INSURANCE SERVICES LLC45%
  • THE CASON GROUP INC5%
Total $149K3 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

CORERX, INC. 401(K) PLAN

401k

Assets$47.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORERX, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.1M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORERX, INC. 401(K) PLAN401k$47.3M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORERX, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.1M2012024
Retirement plans
Welfare plans
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