PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PAX8, INC.
Sponsor portfolio

PAX8, INC.

EIN 90-0781532-internet-Latest filing 2025
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$758K premiums
Participants
2,402
5500 S QUEBEC STREET, SUITE 350 - GREENWOOD VILLAGE, CO 80111720-316-3530pax8.comLinkedIn1001-5000 employeesinternet
Plans on this EIN
2 filings
#001401k-$63.0M - 1,286 part#502Fully Insured-$758K - 1,552 lives

Benefits portfolio analytics

1 plan / $758K premiums / 1,552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$600K
  • Life$558K
  • Short-term disability$558K
  • Long-term disability$558K
  • Vision$158K
  • Health$30K
  • +1 more
Total $758K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • RELIASTAR LIFE INSURANCE COMPANY74%
  • VISION SERVICE PLAN17%
  • LEGALPLANS, USA5%
  • AETNA LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $758K5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • CUSTOM BENEFIT PROGRAMS INC84%
  • AON CONSULTING INC14%
  • ADP INC1%
Total $102K3 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

PAX8 401(K) PLAN

401k

Assets$63.0M
Participants1,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PAX8 HEALTH AND WELFARE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$758K
Covered lives1,552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAX8 401(K) PLAN401k$63.0M1,2862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PAX8 HEALTH AND WELFARE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$758K1,5522025
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