PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IAM ACQUISITIONS, LLC DBA COREGISTICS
Sponsor portfolio

IAM ACQUISITIONS, LLC DBA COREGISTICS

EIN 27-4950806-individual & family services-Latest filing 2024
Plans
3
Retirement
1
$2.4M assets
Welfare
2
$1.3M premiums
Participants
356
240 NORTHPOINT PKWY, SUITE B - ACWORTH, GA 30102678-453-5900LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$2.4M - 145 part#503Fully Insured-$1.1M - 140 lives#502Fully Insured-$211K - 117 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$211K
  • Vision$211K
  • Life$211K
  • Short-term disability$211K
  • Long-term disability$211K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AETNA LIFE INSURANCE COMPANY83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • CENTRO BENEFITS RESEARCH LLC18%
  • PATRIOT GROWTH INSURANCE SERVICES4%
  • MARK S METTILLE2%
  • TRUE NETWORK ADVISORS2%
Total $51K5 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

COREGISTICS 401(K) PLAN

401k

Assets$2.4M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COREGISTICS MEDICAL PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COREGISTICS WELFARE BENEFIT PLAN

Fully Insured - GUARDIAN

Premiums$211K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COREGISTICS 401(K) PLAN401k$2.4M1452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COREGISTICS MEDICAL PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.1M1402024
502COREGISTICS WELFARE BENEFIT PLANFully InsuredGUARDIAN$211K1172024
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