Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CODAC, INC.
EIN 05-0414696Health Care and Social AssistanceLatest filing 2025
Plans
4
Retirement
2
$2.7M assets
Welfare
2
$1.9M premiums
Participants
711
45 ROYAL LITTLE DRIVE - PROVIDENCE, RI 02904401-275-5038
Retirement portfolio analytics
2 plans aggregated / $2.7M assets / 373 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.9M premiums / 1,078 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
76%top
- BLUE CROSS OF CALIFORNIA76%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY20%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
94%top
- PGIA, INC.94%
- PROVIDER INSURANCE GROUP, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CODAC, INC. 403(B) PLAN
403b
Assets$1.9M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CODAC, INC. RETIREMENT PLAN
ProfitSharing
Assets$870K
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CODAC, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.9M
Covered lives1,078
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
CODAC, INC. RETIREMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CODAC, INC. 403(B) PLAN | 403b | $1.9M | 181 | 2024 | |
| 001 | CODAC, INC. RETIREMENT PLAN | ProfitSharing | $870K | 192 | 2025 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans