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Sponsor portfolioWelfare / HealthEIN 20-1456157
THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.
d/b/a CORE
18444 NORTH 25TH AVENUE, SUITE 320 · PHOENIX, AZ 85023
8669742673
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
38,112
No prior year
Total participants
2,273
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #510$1.3M
THE CORE INSTITUTE GROUP BENEFIT PLAN
Mixed38,112 covered·4 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #503$750K
THE CORE INSTITUTE GROUP BENEFIT PLAN
MEWA486 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #509$78K
THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN
MEWA486 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$55K
THE CORE INSTITUTE GROUP VISION PLAN
MEWA463 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #507$647
THE CORE INSTITUTE GROUP EAP PLAN
MEWA654 covered·1 carrier
Primary: COMPSYCH
Plan #505$0
THE CORE INSTITUTE GROUP MEDICAL PLAN
MEWA0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.1M | 25.4% | |
| Life | $1.0M | 23.3% | |
| Short-term disability | $1.0M | 23.3% | |
| Long-term disability | $1.0M | 23.3% | |
| Vision | $200K | 4.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $1.0M | 77.6% | 1 | 1 | 2,263 |
EIN 430949844 | V | $200K | 15.3% | 1 | 1 | 2,579 |
EIN 222342710 | Oth | $50K | 3.8% | 1 | 1 | 300 |
EIN 330851349 | Oth | $42K | 3.2% | 1 | 1 | 38,112 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $90K | $0 | $90K | 67.4% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | RELIANCE STANDARD LIFE INSURANCE COMPANY | $30K | $0 | $30K | 22.7% | 1 |
| EMPLOYEE BENEFITS INTERNATIONAL | PHOENIX, AZ | METROPOLITAN GENERAL INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $13K | $1 | $13K | 9.9% | 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