Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Vision$2.9M
- Other$82K
- Life$61K
- Long-term disability$43K
- +1 more
Sponsor portfolio
CORETELLIGENT, LLC
EIN 20-8407979information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$3.1M premiums
Participants
577
197 FIRST AVENUE, SUITE 360 - NEEDHAM, MA 02494781-247-4900coretelligent.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 563 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- SYMETRA LIFE INSURANCE COMPANY1%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORETELLIGENT LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$12.6M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORETELLIGENT LLC EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORETELLIGENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $12.6M | 307 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORETELLIGENT LLC EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 563 | 2025 |
Retirement plans
Welfare plans