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Sponsor portfolio

CENTERPOINTE, INC.

EIN 47-0550702-mental health care-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.2M premiums
Participants
469
2633 P STREET - LINCOLN, NE 68503402-475-8717centerpointe.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#002403b-$3.5M - 279 part#501Fully Insured-$1.2M - 190 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Long-term disability$1.2M
  • Health$1.1M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICA INSURANCE COMPANY93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • CONTINUUM EAP1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • OCI INSURANCE & FINANCIAL SERVICES80%
  • UNICO GROUP INC16%
  • WATCHTOWER BENEFITS, LLC2%
  • ASSUREDPARTNERS2%
Total $55K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CENTERPOINTE, INC. RETIREMENT PLAN

403b

Assets$3.5M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTERPOINTE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.2M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CENTERPOINTE, INC. RETIREMENT PLAN403b$3.5M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTERPOINTE, INC. EMPLOYEE BENEFITS PLANFully InsuredMEDICA INSURANCE COMPANY$1.2M1902025
Retirement plans
Welfare plans
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