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Sponsor portfolio

CADRE5, LLC

EIN 62-1794528-computer software-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$69K premiums
Participants
270
804 INNOVATION DRIVE - KNOXVILLE, TN 37932865-694-5600cadre5.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$9.0M - 157 part#501Mixed-$69K - 226 lives

Benefits portfolio analytics

1 plan / $69K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$34K
  • Dental$34K
  • Vision$34K
  • Long-term disability$17K
  • Short-term disability$10K
  • Other$8K
Total $69K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • BLUE CROSS OF CALIFORNIA49%
Total $69K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • REGINA CAROLYN COTTON95%
  • INTEGRITY HR SERVICES LLC5%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $104K3 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

CADRE5, LLC 401(K) PLAN

401k

Assets$9.0M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CADRE5, LLC

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$69K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CADRE5, LLC 401(K) PLAN401k$9.0M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CADRE5, LLCMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$69K2262025
Retirement plans
Welfare plans
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