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Sponsor portfolio

MEDIX INFUSION, INC.

EIN 85-0538319-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$3.3M assets
Welfare
2
$2.4M premiums
Participants
445
15301 SPECTRUM DR, SUITE 330 - ADDISON, TX 75001972-661-2273medixinfusion.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$3.3M - 269 part#505Fully Insured-$2.2M - 414 lives#501Mixed-$129K - 204 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 618 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$343K
  • Vision$343K
  • Life$343K
  • Short-term disability$343K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • GIS BENEFITS INC12%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS7%
Total $159K3 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

MEDIX INFUSION, INC. 401(K) PLAN

401k

Assets$3.3M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MEDIX INFUSION HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MEDIX INFUSION HEALTH & WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$129K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEDIX INFUSION, INC. 401(K) PLAN401k$3.3M2692025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MEDIX INFUSION HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.2M4142025
501MEDIX INFUSION HEALTH & WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$129K2042024
Retirement plans
Welfare plans
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