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Sponsor portfolioWelfare / HealthEIN 11-3454103

CARECENTRIX, INC.

20 CHURCH STREET · HARTFORD, CT 06103
8008081902
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
2,493
No prior year
Total participants
1,517
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
THE CARECENTRIX HEALTH AND WELFARE PLAN
Mixed2,493 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.4M21.9%
Life$1.4M21.2%
Short-term disability$1.4M21.2%
Long-term disability$1.4M21.2%
Dental$784K12.1%
Vision$156K2.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$1.4M58.3%111,811
DELTA DENTAL OF CALIFORNIA
EIN 221896118
D
$710K30.2%112,254
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$156K6.6%122,493
ALPHA DENTAL PROGRAMS, INC.
EIN 742447512
D
$74K3.1%11349
LEGALPLANS, USA
EIN 134256913
Oth
$42K1.8%11182

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLEGALPLANS, USA, SUN LIFE ASSURANCE COMPANY OF CANADA$32K$24K$56K96.9%1
ASSUREX GLOBAL CORPORATIONCOLUMBUS, OHFIDELITY SECURITY LIFE INSURANCE COMPANY$2K$0$2K3.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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