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Sponsor portfolio

CORA HEALTH SERVICES, INC.

EIN 34-1853567-Latest filing 2025
Plans
2
Retirement
1
$36.4M assets
Welfare
1
$857K premiums
Participants
3,895
3745 SHAWNEE ROAD, SUITE 103 - LIMA, OH 45806419-221-6704
Plans on this EIN
2 filings
#001401k-$36.4M - 2,183 part#501Mixed-$857K - 1,712 lives

Benefits portfolio analytics

1 plan / $857K premiums / 1,712 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$730K
  • Short-term disability$730K
  • Long-term disability$730K
  • Other$730K
  • Vision$127K
Total $857K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN15%
Total $857K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GALLAGHER BENEFIT SERVICES, INC.75%
  • THE CASON GROUP INC25%
  • EMPLOYEE NAVIGATOR, LLC-0%
Total $130K3 slices

Plan deep-dives

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

CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN

401k

Assets$36.4M
Participants2,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORA HEALTH SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$857K
Covered lives1,712
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN401k$36.4M2,1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORA HEALTH SERVICES, INC. HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$857K1,7122025
Retirement plans
Welfare plans
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