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Sponsor portfolio

CORCENTRIC LLC

EIN 22-3534008-computer software-Latest filing 2025
Plans
2
Retirement
1
$41.9M assets
Welfare
1
$310K premiums
Participants
1,110
200 LAKE DRIVE EAST, SUITE 200 - CHERRY HILL, NJ 08002856-773-0600corcentric.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$41.9M - 694 part#501Mixed-$310K - 406 lives

Benefits portfolio analytics

1 plan / $310K premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$272K
  • Life$217K
  • Long-term disability$217K
  • Health$56K
  • Vision$38K
Total $310K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA70%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • VISION SERVICE PLAN12%
Total $310K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORCENTRIC, INC. 401(K) PLAN

401k

Assets$41.9M
Participants694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORCENTRIC LLC EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$310K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORCENTRIC, INC. 401(K) PLAN401k$41.9M6942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORCENTRIC LLC EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$310K4062025
Retirement plans
Welfare plans
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