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Sponsor portfolio

AVIDEX INDUSTRIES LLC

EIN 37-1480101-Latest filing 2025
Plans
2
Retirement
1
$58.2M assets
Welfare
1
$5.2M premiums
Participants
1,140
1100 CRESCENT GREEN STREET, SUITE 200 - CARY, NC 27518425-643-0330
Plans on this EIN
2 filings
#001401k-$58.2M - 660 part#501Fully Insured-$5.2M - 749 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 749 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Vision$4.8M
  • Prescription drug$4.8M
  • Other$405K
  • Life$287K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • KENNETH CRIST48%
  • USI INSURANCE SERVICES LLC40%
  • MOSAIC GROUP SERVICES12%
Total $161K3 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

AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

401k

Assets$58.2M
Participants660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVIDEX INDUSTRIES LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$5.2M
Covered lives749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN401k$58.2M6602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVIDEX INDUSTRIES LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$5.2M7492025
Retirement plans
Welfare plans
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