Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CCRI, INC.
EIN 41-1294489Health Care and Social AssistanceLatest filing 2025
Plans
5
Retirement
2
$13.1M assets
Welfare
3
$3.1M premiums
Participants
747
Retirement portfolio analytics
2 plans aggregated / $13.1M assets / 447 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $3.1M premiums / 668 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Health$1.5M
- Prescription drug$1.5M
- Life$107K
- Short-term disability$107K
- Long-term disability$107K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- SANFORD HEALTH PLAN87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- SUPERIOR DENTAL CARE1%
Broker market share
Schedule A broker compensation
55%top
- HUB INTERNATIONAL MIDWEST LIMITED55%
- NORTH RISK PARTNERS LLC19%
- NORTHRISK PARTNERS LLC14%
- ASSUREDPARTNERS8%
- MARSH & MCLENNAN AGENCY LLC3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CCRI 401(K) RETIREMENT PLAN
401k
Assets$12.8M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF CCRI INC
OtherDC
Assets$235K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CCRI, INC. GROUP BENEFITS PLAN
Fully Insured - SANFORD HEALTH PLAN
Premiums$1.8M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CCRI HEALTH PLAN
Fully Insured - SANFORD HEALTH PLAN
Premiums$1.2M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CCRI LIFE & DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$131K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CCRI 401(K) RETIREMENT PLAN | 401k | $12.8M | 432 | 2025 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF CCRI INC | OtherDC | $235K | 15 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CCRI, INC. GROUP BENEFITS PLAN | Fully Insured | SANFORD HEALTH PLAN | $1.8M | 252 | 2025 | |
| 502 | CCRI HEALTH PLAN | Fully Insured | SANFORD HEALTH PLAN | $1.2M | 192 | 2024 | |
| 503 | CCRI LIFE & DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $131K | 224 | 2024 |
Retirement plans
Welfare plans