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Sponsor portfolio

CENTRIC CONSTRUCTION GROUP LLC

EIN 27-2216274-Latest filing 2025
Plans
3
Retirement
2
$13.5M assets
Welfare
1
$2.4M premiums
Participants
526
520 W PENNWAY STREET - KANSAS CITY, MO 64108816-800-8413
Plans on this EIN
3 filings
#001401k-$9.4M - 218 part#002ESOP-$4.1M - 147 part#501Fully Insured-$2.4M - 346 lives

Retirement portfolio analytics

2 plans aggregated / $13.5M assets / 365 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • 401(K) P/S PLAN (#001)70%
  • PLAN AND TRUST (#002)30%
Total $13.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • THE VANGUARD GROUP, INC.70%
  • (Not disclosed)30%
Total $13.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)218
  • PLAN AND TRUST (#002)147
Total 365Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$343K
  • Life$182K
  • Short-term disability$182K
  • Long-term disability$182K
  • Dental$162K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HOLMES MURPHY & ASSOCIATES91%
  • AVANT SPECIALTY BENEFITS LLC9%
Total $133K2 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

CENTRIC CONSTRUCTION GROUP, LLC. 401(K) P/S PLAN

401k

Assets$9.4M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTRIC CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$4.1M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRIC CONSTRUCTION GROUP LLC HEALTH BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY

Premiums$2.4M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CENTRIC CONSTRUCTION GROUP, LLC. 401(K) P/S PLAN401k$9.4M2182024
002CENTRIC CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$4.1M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRIC CONSTRUCTION GROUP LLC HEALTH BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF KANSAS CITY$2.4M3462025
Retirement plans
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