Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.6M
- Health$5.7M
- Prescription drug$5.7M
- Dental$848K
- Vision$848K
- Life$848K
- +2 more
Sponsor portfolioTH
CORELATION, INC.
EIN 26-1165702financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$6.6M premiums
Participants
908
2305 HISTORIC DECATUR ROAD - SAN DIEGO, CA 92106619-876-5074corelationinc.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 820 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- PRINCIPAL LIFE INSURANCE COMPANY13%
- KAISER FOUNDATION HEALTH PLAN INC0%
Broker market share
Schedule A broker compensation
68%top
- JCWIB, INC.68%
- JWCIB, INC.32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORELATION, INC. 401(K) PLAN
401k
Assets$28.1M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORELATION, INC. WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$6.6M
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORELATION, INC. 401(K) PLAN | 401k | $28.1M | 456 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORELATION, INC. WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $6.6M | 820 | 2025 |
Retirement plans
Welfare plans