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Sponsor portfolio

AXTRIA INC

EIN 27-1142668-Latest filing 2025
Plans
2
Retirement
1
$50.5M assets
Welfare
1
$6.0M premiums
Participants
1,431
300 CONNELL DRIVE, 5TH FLOOR - BERKELEY HEIGHTS, NJ 07922877-929-8742
Plans on this EIN
2 filings
#002401k-$50.5M - 886 part#501Fully Insured-$6.0M - 550 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$5.4M
  • Other$660K
  • Dental$624K
  • Vision$624K
  • Life$624K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HORIZON HEALTHCARE SERVICES, INC.87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $6.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • LUMITY, INC.40%
  • HUB INTERNATIONAL MIDWEST LIMITED28%
  • GCG FINANCIAL LLC20%
  • PROFESSIONAL GROUP PLANS INC6%
  • FNA INSURANCE SERVICES INC4%
  • +2 more
Total $314K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AXTRIA INC. 401K PLAN

401k

Assets$50.5M
Participants886
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXTRIA INC

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$6.0M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AXTRIA INC. 401K PLAN401k$50.5M8862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXTRIA INCFully InsuredHORIZON HEALTHCARE SERVICES, INC.$6.0M5502025
Retirement plans
Welfare plans
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