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Sponsor portfolio

CORE, LLC

EIN 72-1392118-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.5M premiums
Participants
750
10059 NORTH REIGER ROAD - BATON ROUGE, LA 70809225-456-2243
Plans on this EIN
2 filings
#001401k-$9.4M - 484 part#501Fully Insured-$2.5M - 567 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$130K
  • Dental$99K
  • Long-term disability$82K
  • Life$82K
  • Short-term disability$80K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA4%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BXS INSURANCE INC74%
  • GALLAGHER BENEFIT SERVICES, INC.26%
Total $151K2 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

CORE, LLC 401(K) SAFE HARBOR PLAN

401k

Assets$9.4M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORE, LLC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORE, LLC 401(K) SAFE HARBOR PLAN401k$9.4M4842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORE, LLCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M5672025
Retirement plans
Welfare plans
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