Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$38K
- Long-term disability$28K
- Life$7K
- Other$7K
Sponsor portfolio
THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES
EIN 34-1190641medical practiceLatest filing 2025
Plans
5
Retirement
1
$7.1M assets
Welfare
4
$1.3M premiums
Participants
1,069
Benefits portfolio analytics
4 plans / $1.3M premiums / 574 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- KEYSTONE INS & BNFTS GRP 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
THE CENTER RETIREMENT PLAN
403b
Assets$7.1M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES SHORT-TERM DISABILITY BENEFIT PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$38K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES LONG-TERM DISABILITY BENEFIT PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$28K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES LIFE/AD&D BENEFIT PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CENTER RETIREMENT PLAN | 403b | $7.1M | 492 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 148 | 2024 | |
| 504 | THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES SHORT-TERM DISABILITY BENEFIT PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | 142 | 2025 | |
| 505 | THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES LONG-TERM DISABILITY BENEFIT PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | 142 | 2025 | |
| 503 | THE CENTER FOR INDIVIDUAL AND FAMILY SERVICES LIFE/AD&D BENEFIT PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | 142 | 2025 |
Retirement plans
Welfare plans