Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$113K
- Dental$113K
- Vision$113K
- Life$14K
- Other$14K
Sponsor portfolio
SURGENEX LLC
EIN 37-1817287Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$127K premiums
Participants
472
PO BOX 4664 - SCOTTSDALE, AZ 852614664877-880-1862
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $127K premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
97%top
- HEALTHPOINT BENEFIT CONSULTANTS INC97%
- ASSUREDPARTNERS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURGENEX LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.1M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SURGENEX LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$127K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURGENEX LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.1M | 256 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SURGENEX LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $127K | 255 | 2025 |
Retirement plans
Welfare plans