Assets by plan
Share of aggregate retirement assets
Filings through .
Codac, Inc.
EIN 05-0414696Health Care and Social AssistanceLatest filing 2025
Plans
4
Retirement
2
$3.0M assets
Health & Benefits
2
$1.9M premiums
Participants
717
45 ROYAL LITTLE DRIVE - PROVIDENCE, RI 02904401-275-5038
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $3.0M assets / 379 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.9M premiums / 1,078 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Life$378K
- Long-term disability$378K
- Other$378K
- Dental$94K
- +1 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CODAC, INC. 403(B) PLAN
403(b)
Assets$2.2M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CODAC, INC. RETIREMENT PLAN
Profit-sharing
Assets$870K
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CODAC, INC. EMPLOYEE BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.9M
Covered lives1,078
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001
CODAC, INC. RETIREMENT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CODAC, INC. 403(B) PLAN | 403(b) | $2.2M | 187 | 2025 |
| #001 | CODAC, INC. RETIREMENT PLAN | Profit-sharing | $870K | 192 | 2025 |
- #002 · 403(b) · 2025187
- #001 · Profit-sharing · 2025192
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CODAC, INC. EMPLOYEE BENEFITS PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $1.9M | 1,078 | 2025 |
| #001 | CODAC, INC. RETIREMENT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 20251,078
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans