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  2. COORDINATED CARE SERVICES, INC.
Sponsor portfolioTH

COORDINATED CARE SERVICES, INC.

EIN 22-2573042-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$3.9M premiums
Participants
1,150
1099 JAY STREET, BUILDING J - ROCHESTER, NY 14611585-341-2208ccsi.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$30.3M - 706 part#503Fully Insured-$3.9M - 538 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$211K
  • Other$205K
  • Life$199K
  • Short-term disability$199K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • EMPLOYEE NETWORK, INC.0%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BROWN & BROWN INSURANCE SERVICES94%
  • STRATEGIC NON-MEDICAL SOLUTION6%
Total $140K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CCSI 403(B) RETIREMENT PLAN

403b

Assets$30.3M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COORDINATED CARE SERVICES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$3.9M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CCSI 403(B) RETIREMENT PLAN403b$30.3M7062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COORDINATED CARE SERVICES, INC. EMPLOYEE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$3.9M5382025
Retirement plans
Welfare plans
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