Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$765K
- Other$165K
- Dental$134K
- Vision$134K
- Life$134K
- Short-term disability$31K
- +1 more
Sponsor portfolio
CASHFLOW SOLUTIONS, LLC
EIN 23-2788758Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$899K premiums
Participants
250
2 CHRISTY DRIVE, SUITE 315 - CHADDS FORD, PA 19342484-589-5026
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $899K premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
Broker market share
Schedule A broker compensation
69%top
- GCG FINANCIAL LLC69%
- PENTRA LLC19%
- ANTHONY S ALMODOVAR12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASHFLOW SOLUTIONS, LLC 401K) PLAN
ProfitSharing
Assets$6.8M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASHFLOW SOLUTIONS, LLC DBA MEDICAL SOLUTIONS SUPPLIER HEALTH & WELFARE PLAN
Fully Insured - HIGHMARK INC.
Premiums$899K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASHFLOW SOLUTIONS, LLC 401K) PLAN | ProfitSharing | $6.8M | 115 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASHFLOW SOLUTIONS, LLC DBA MEDICAL SOLUTIONS SUPPLIER HEALTH & WELFARE PLAN | Fully Insured | HIGHMARK INC. | $899K | 174 | 2025 |
Retirement plans
Welfare plans