Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARRIX, INC.
EIN 91-1653735Transportation and WarehousingLatest filing 2024
Plans
5
Retirement
3
$737.8M assets
Welfare
2
$15.6M premiums
Participants
11,124
Retirement portfolio analytics
3 plans aggregated / $737.8M assets / 5,779 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $15.6M premiums / 6,198 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.8M
- Prescription drug$9.8M
- Vision$7.5M
- Other$3.1M
- Life$2.2M
- Long-term disability$2.2M
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
35%top
- HEALTH NET35%
- BLUE CROSS OF CALIFORNIA17%
- SYMETRA LIFE INSURANCE COMPANY13%
- LIFEWISE ASSURANCE COMPANY13%
- KAISER FOUNDATION HEALTH PLAN INC11%
- +3 more
Broker market share
Schedule A broker compensation
80%top
- MERCER HEALTH AND BENEFITS, LLC80%
- CONNEXION INSURANCE SOLUTIONS20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARRIX, INC. RETIREMENT PLAN
MoneyPurchase
Assets$362.2M
Participants1,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES
401k
Assets$291.8M
Participants1,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CARRIX, INC. 401(K) PLAN FOR UNION EMPLOYEES
401k
Assets$83.8M
Participants2,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARRIX, INC. GROUP INSURANCE PLAN
Mewa - HEALTH NET
Premiums$13.6M
Covered lives3,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CARRIX, INC. WELFARE BENEFITS PLAN
Mewa - LIFEWISE ASSURANCE COMPANY
Premiums$2.0M
Covered lives2,716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARRIX, INC. RETIREMENT PLAN | MoneyPurchase | $362.2M | 1,868 | 2024 | |
| 003 | CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES | 401k | $291.8M | 1,810 | 2024 | |
| 004 | CARRIX, INC. 401(K) PLAN FOR UNION EMPLOYEES | 401k | $83.8M | 2,101 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARRIX, INC. GROUP INSURANCE PLAN | Mewa | HEALTH NET | $13.6M | 3,482 | 2024 | |
| 501 | CARRIX, INC. WELFARE BENEFITS PLAN | Mewa | LIFEWISE ASSURANCE COMPANY | $2.0M | 2,716 | 2024 |
Retirement plans
Welfare plans