PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ASSISTRX, LLC
Sponsor portfolio

ASSISTRX, LLC

EIN 27-0770078-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$1.8M premiums
Participants
3,082
495 NORTH KELLER ROAD, SUITE 100 - MAITLAND, FL 32751855-421-4607assistrx.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$28.9M - 1,524 part#501Mixed-$1.8M - 1,558 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Dental$2.0M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Vision$218K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY80%
  • AFLAC12%
  • VISION SERVICE PLAN9%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • LEVEL 3 INSURANCE ADVISORS, INC.87%
  • CHASSE LYNN GREENE7%
  • MORGAN STRONG5%
  • RUBEN ROSA1%
  • NOLAN KING0%
  • +1 more
Total $254K6 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

ASSISTRX LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$28.9M
Participants1,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSISTRX, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSISTRX LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$28.9M1,5242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSISTRX, LLC HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.8M1,5582025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica