PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KERECIS, LLC
Sponsor portfolio

KERECIS, LLC

EIN 81-1090267-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$5.7M premiums
Participants
1,093
2101 WILSON BOULEVARD, 9TH FLOOR - ARLINGTON, VA 22201703-287-8752
Plans on this EIN
2 filings
#001401k-$10.4M - 644 part#501Fully Insured-$5.7M - 946 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 946 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Other$652K
  • Life$555K
  • Short-term disability$555K
  • Long-term disability$555K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • AFLAC1%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • +1 more
Total $5.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • ALAN R SCHULMAN45%
  • I.B.&A., LLC31%
  • USI INSURANCE SERVICES LLC19%
  • MATTHEW W EVANS2%
  • STEPHEN J SALAMON1%
  • +3 more
Total $265K8 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

KERECIS, LLC 401(K) PLAN

401k

Assets$10.4M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KERECIS, LLC HEALTH & WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$5.7M
Covered lives946
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KERECIS, LLC 401(K) PLAN401k$10.4M6442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KERECIS, LLC HEALTH & WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$5.7M9462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica