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

CAREXM, LLC

EIN 85-0895176-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$309K premiums
Participants
801
7533 SOUTH CENTER VIEW COURT SUITE - WEST JORDAN, UT 84084385-429-5774carexm.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$6.9M - 298 part#501Mixed-$309K - 499 lives

Benefits portfolio analytics

1 plan / $309K premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$160K
  • Vision$160K
  • Life$149K
  • Short-term disability$149K
  • Other$149K
Total $309K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • RELIASTAR LIFE INSURANCE COMPANY48%
Total $309K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $45K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$6.9M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREXM, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$309K
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN401k$6.9M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREXM, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$309K4992025
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