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

GENERX GENERATORS, LLC

EIN 83-4402984-civil engineering-Latest filing 2024
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$830K premiums
Participants
216
111-B DUNBAR AVE - OLDSMAR, FL 34677813-814-5900generxgenerators.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$3.3M - 216 part#501Fully Insured-$830K - 142 lives

Benefits portfolio analytics

1 plan / $830K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$707K
  • Dental$52K
  • Vision$52K
  • Other$38K
  • Life$24K
  • Long-term disability$17K
  • +1 more
Total $830K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITED HEALTHCARE INSURANCE COMPANY85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • HUMANA INSURANCE COMPANY6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $830K4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • SENN DUNN INSURANCE41%
  • UNITED BENEFIT ADVISORS OF FLORIDA25%
  • MARSH & MCLENNAN AGENCY LLC18%
  • SANDY WASSON & ASSOCIATES INS, INC.11%
  • THE STONER ORGANIZATION3%
  • +1 more
Total $54K6 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

GENERX GENERATORS 401(K) PLAN

401k

Assets$3.3M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENERX GENERATORS LLC WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$830K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENERX GENERATORS 401(K) PLAN401k$3.3M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENERX GENERATORS LLC WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$830K1422024
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