PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Commonwealth Management, LLC
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Commonwealth Management, LLC

EIN 37-2066584-Latest filing 2025
Plans
4
Retirement
0
Health & Benefits
4
$530K premiums
Participants
1,311
233 EXECUTIVE PARK - LOUISVILLE, KY 40207502-614-6132
Plans on this EIN
4 filings
#502Fully insured-$274K - 509 lives#504Fully insured-$151K - 545 lives#503Fully insured-$67K - 222 lives#501Mixed-$38K - 592 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $530K premiums / 1,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$341K
  • Life$274K
  • Short-term disability$274K
  • Long-term disability$274K
  • Dental$151K
  • Vision$38K
Total $530K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#502

COMMONWEALTH MANAGEMENT, LLC LIFE AND DISABILITY PLAN

Fully insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$274K
Covered lives509
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

COMMONWEALTH MANAGEMENT, LLC DENTAL PLAN

Fully insured - DELTA DENTAL OF KENTUCKY

Premiums$151K
Covered lives545
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

COMMONWEALTH MANAGEMENT, LLC VOLUNTARY BENEFITS PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$67K
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

COMMONWEALTH MANAGEMENT, LLC MEDICAL AND VISION PLAN

Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$38K
Covered lives592
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502COMMONWEALTH MANAGEMENT, LLC LIFE AND DISABILITY PLANFully insuredTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$274K5092025
#504COMMONWEALTH MANAGEMENT, LLC DENTAL PLANFully insuredDELTA DENTAL OF KENTUCKY$151K5452025
#503COMMONWEALTH MANAGEMENT, LLC VOLUNTARY BENEFITS PLANFully insuredHARTFORD LIFE AND ACCIDENT$67K2222025
#501COMMONWEALTH MANAGEMENT, LLC MEDICAL AND VISION PLANMixedANTHEM HEALTH PLANS OF KENTUCKY, INC.$38K5922025
  • COMMONWEALTH MANAGEMENT, LLC LIFE AND DISABILITY PLAN$274K
    #502 · Fully insured · THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025509
  • COMMONWEALTH MANAGEMENT, LLC DENTAL PLAN$151K
    #504 · Fully insured · DELTA DENTAL OF KENTUCKY · 2025545
  • COMMONWEALTH MANAGEMENT, LLC VOLUNTARY BENEFITS PLAN$67K
    #503 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025222
  • COMMONWEALTH MANAGEMENT, LLC MEDICAL AND VISION PLAN$38K
    #501 · Mixed · ANTHEM HEALTH PLANS OF KENTUCKY, INC. · 2025592
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica