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Sponsor portfolioTH

CENTRIC CONSULTING, LLC

EIN 31-1776636-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$118.0M assets
Welfare
1
$1.3M premiums
Participants
1,671
10733 STONE STREET - UNION, KY 41091502-432-1974
Plans on this EIN
2 filings
#001401k-$118.0M - 938 part#501Mixed-$1.3M - 1,183 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$876K
  • Vision$876K
  • Short-term disability$876K
  • Long-term disability$876K
  • Other$446K
  • Life$255K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • METROPOLITAN LIFE INSURANCE COMPANY79%
  • MEDMUTUAL LIFE INSURANCE COMPANY19%
  • HEALTHYROADS1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $81K1 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

CENTRIC CONSULTING, LLC 401 (K) PROFIT SHARING PLAN & TRUST

401k

Assets$118.0M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRIC CONSULTING, LLC WRAP BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTRIC CONSULTING, LLC 401 (K) PROFIT SHARING PLAN & TRUST401k$118.0M9382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRIC CONSULTING, LLC WRAP BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.3M1,1832024
Retirement plans
Welfare plans
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