Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$931K
- Dental$931K
- Vision$931K
- Life$68K
- Short-term disability$68K
- Long-term disability$68K
- +1 more
Sponsor portfolio
CASPEX CORP.
EIN 51-0539647information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$998K premiums
Participants
147
48531 WARM SPRINGS BLVD., SUITE 405 - FREMONT, CA 94539510-936-4404caspex.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $998K premiums / 179 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
89%top
- ACRISURE LLC89%
- FILICE INSURANCE AGENCY11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASPEX CORP. RETIREMENT TRUST
401k
Assets$2.2M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASPEX CORP EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$998K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASPEX CORP. RETIREMENT TRUST | 401k | $2.2M | 117 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASPEX CORP EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $998K | 179 | 2025 |
Retirement plans
Welfare plans