Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$923K
- Life$5K
Sponsor portfolio
CASE MEDICAL, INC
EIN 22-3182495medical devicesLatest filing 2025
Plans
4
Retirement
1
$3.0M assets
Welfare
3
$928K premiums
Participants
166
Benefits portfolio analytics
3 plans / $928K premiums / 262 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- HORIZON HEALTHCARE SERVICES, INC.99%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
90%top
- MARTIN INSURANCE GROUP90%
- CENTERSTONE INSURANCE AND FINANCIAL8%
- ACRISURE LLC1%
- EMERSON REID LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASE MEDICAL, INC 401(K) PLAN
401k
Assets$3.0M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASE MEDICAL, INC. HEALTH PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$923K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CASE MEDICAL, INC. LIFE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CASE MEDICAL, INC. HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASE MEDICAL, INC 401(K) PLAN | 401k | $3.0M | 166 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASE MEDICAL, INC. HEALTH PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $923K | 109 | 2025 | |
| 502 | CASE MEDICAL, INC. LIFE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | 153 | 2025 | |
| 503 | CASE MEDICAL, INC. HRA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans