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Sponsor portfolioTH

CARESOURCE MANAGEMENT SERVICES LLC

EIN 31-1703371-Latest filing 2025
Plans
3
Retirement
1
$511.1M assets
Welfare
2
$10.4M premiums
Participants
11,739
230 NORTH MAIN STREET - DAYTON, OH 45402937-224-3300
Plans on this EIN
3 filings
#001401k-$511.1M - 5,727 part#501Mixed-$10.4M - 9,894 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $10.4M premiums / 9,894 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.5M
  • Other$3.1M
  • Life$2.3M
  • Short-term disability$1.6M
  • Long-term disability$1.3M
  • Vision$859K
Total $10.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA34%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY8%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $10.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $181K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARESOURCE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN

401k

Assets$511.1M
Participants5,727
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARESOURCE MANAGEMENT SERVICES LLC EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$10.4M
Covered lives9,894
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARESOURCE MANAGEMENT SERVICES LLC FLEXIBLE SPENDING ACCT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARESOURCE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN401k$511.1M5,7272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARESOURCE MANAGEMENT SERVICES LLC EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF OHIO$10.4M9,8942025
502CARESOURCE MANAGEMENT SERVICES LLC FLEXIBLE SPENDING ACCT PLANSelf Funded-$002025
Retirement plans
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