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Sponsor portfolio

STAX PAYMENTS, INC.

EIN 47-3551973-financial services-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$2.9M premiums
Participants
778
618 E SOUTH ST SUITE 510 - ORLANDO, FL 32801407-982-1782staxpayments.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$15.9M - 469 part#501Fully Insured-$2.9M - 310 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$218K
  • Other$86K
  • Life$63K
  • Long-term disability$53K
  • Vision$28K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • EDGEWOOD PARTNERS INSURANCE CENTER95%
  • EDGWOOD PARTNERS INSURANCE CENTER5%
Total $186K2 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

STAX PAYMENTS 401(K) PLAN

401k

Assets$15.9M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FATTMERCHANT, INC MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.9M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STAX PAYMENTS 401(K) PLAN401k$15.9M4692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FATTMERCHANT, INC MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.9M3102025
Retirement plans
Welfare plans
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