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Sponsor portfolio

ETIX, INC.

EIN 36-4822318-entertainment-Latest filing 2024
Plans
3
Retirement
1
$11.1M assets
Welfare
2
$1.8M premiums
Participants
535
909 AVIATION PARKWAY, SUITE 900 - MORRISVILE, NC 275609000919-872-5010etix.comLinkedIn51-200 employeesentertainment
Plans on this EIN
3 filings
#001401k-$11.1M - 205 part#501Fully Insured-$1.7M - 281 lives#502Fully Insured-$139K - 170 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$104K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ROSS & YERGER INSURANCE INC76%
  • AON CONSULTING INC17%
  • MOSAIC GROUP SERVICES7%
Total $102K3 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

ETIX, INC. RETIREMENT SAVINGS PLAN

401k

Assets$11.1M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ETIX, INC CAFETERIA PLAN PLAN DOCUMENT

Fully Insured - BLUECROSS AND BLUESHIELD OF NORTH CAROLINA

Premiums$1.7M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ETIX, INC WELFARE BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$139K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ETIX, INC. RETIREMENT SAVINGS PLAN401k$11.1M2052024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ETIX, INC CAFETERIA PLAN PLAN DOCUMENTFully InsuredBLUECROSS AND BLUESHIELD OF NORTH CAROLINA$1.7M2812024
502ETIX, INC WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$139K1702024
Retirement plans
Welfare plans
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