Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$170K
- Dental$141K
- Short-term disability$89K
- Life$57K
- Other$57K
- Long-term disability$30K
Sponsor portfolioTH
CODAC HEALTH, RECOVERY & WELLNESS
EIN 23-7086112mental health careLatest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$345K premiums
Participants
749
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $345K premiums / 409 covered livesCarrier market share
Premium dollars by Schedule A carrier
41%top
- AMERITAS LIFE INSURANCE CORP.41%
- UNITED OF OMAHA LIFE INSURANCE COMPANY39%
- AFLAC12%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
85%top
- CBIZ BENEFITS & INSURANCE SERVICES85%
- NICHOLAS J DONIA4%
- TREVOR BRYAN DAVIS3%
- BRENDAN M BILLSON3%
- CATHERINE DAVIS3%
- +3 more
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 HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN
403b
Assets$11.0M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CODAC HEALTH, RECOVERY & WELLNESS WELFARE PLAN
Mixed - AMERITAS LIFE INSURANCE CORP.
Premiums$345K
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN | 403b | $11.0M | 536 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CODAC HEALTH, RECOVERY & WELLNESS WELFARE PLAN | Mixed | AMERITAS LIFE INSURANCE CORP. | $345K | 409 | 2025 |
Retirement plans
Welfare plans