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Sponsor portfolio

OCCAM HEALTH SERVICES LLC

EIN 45-4556633-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
3
Retirement
1
$1.8M assets
Welfare
2
$2.2M premiums
Participants
316
266 NORTH FOURTH STREET, SUITE 200 - COLUMBUS, OH 43215614-425-0685
Plans on this EIN
3 filings
#001401k-$1.8M - 170 part#501Fully Insured-$2.2M - 153 lives#900Mixed-$77K - 160 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Other$115K
  • Life$96K
  • Short-term disability$96K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AMWINS100%
Total $29K1 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

OCCAM HEALTH SERVICES LLC

401k

Assets$1.8M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCCAM HEALTH SERVICES LLC WRAP WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$2.2M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#900

OCCAM HEALTH ANCILLARY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$77K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCCAM HEALTH SERVICES LLC401k$1.8M1702025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCCAM HEALTH SERVICES LLC WRAP WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$2.2M1532025
900OCCAM HEALTH ANCILLARY PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$77K1602024
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