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Sponsor portfolio

SCRI HOLDINGS, LLC

EIN 59-3830450-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$44.5M assets
Welfare
2
$710K premiums
Participants
3,429
1100 DR. MARTIN LUTHER KING JR., BLVD. SUITE 800 - NASHVILLE, TN 37203615-329-7417
Plans on this EIN
3 filings
#001401k-$44.5M - 1,300 part#501Fully Insured-$710K - 1,845 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $710K premiums / 1,845 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$437K
  • Life$320K
  • Long-term disability$140K
  • Vision$113K
  • Dental$32K
  • Health$20K
Total $710K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SECURIAN LIFE INSURANCE COMPANY57%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
  • VISION SERVICE PLAN16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • +1 more
Total $710K6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • AON CONSULTING INC81%
  • CUSTOM BENEFIT PROGRAMS INC12%
  • LOCKTON COMPANIES, LLC7%
Total $50K3 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

SCRI HOLDINGS, LLC 401(K) PLAN

401k

Assets$44.5M
Participants1,300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCRI HOLDINGS, LLC HEALTH AND WELFARE WRAP PLAN

Fully Insured - SECURIAN LIFE INSURANCE COMPANY

Premiums$710K
Covered lives1,845
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCRI HOLDINGS, LLC SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCRI HOLDINGS, LLC 401(K) PLAN401k$44.5M1,3002025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCRI HOLDINGS, LLC HEALTH AND WELFARE WRAP PLANFully InsuredSECURIAN LIFE INSURANCE COMPANY$710K1,8452025
502SCRI HOLDINGS, LLC SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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