Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Life$1.5M
- Long-term disability$1.5M
- Vision$132K
Sponsor portfolioTH
CORE SPECIALTY INSURANCE SERVICES, INC.
EIN 27-0173350Latest filing 2025
Plans
2
Retirement
1
$182.5M assets
Welfare
1
$1.9M premiums
Participants
2,280
201 EAST 5TH STREET - CINCINNATI, OH 45202513-813-1436
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 1,087 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY93%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN
401k
Assets$182.5M
Participants1,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORE SPECIALTY INSURANCE SERVICES, INC. WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives1,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $182.5M | 1,193 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORE SPECIALTY INSURANCE SERVICES, INC. WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.9M | 1,087 | 2025 |
Retirement plans
Welfare plans