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Sponsor portfolio

CREDIT MANAGEMENT SERVICES, INC.

EIN 47-0645036-financial services-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$812K premiums
Participants
217
105 N WHEELER AVENUE - GRAND ISLAND, NE 68801308-382-3000credit-mgmt.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$8.3M - 116 part#503Fully Insured-$812K - 137 lives

Benefits portfolio analytics

1 plan / $812K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$622K
  • Prescription drug$622K
  • Other$178K
  • Life$152K
  • Dental$79K
  • Vision$79K
  • +1 more
Total $812K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • MEDICA INSURANCE COMPANY77%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • +3 more
Total $812K8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • STRONG FINANCIAL RESOURCES INC2%
  • DIRECT BENEFITS1%
Total $52K3 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

CREDIT MANAGEMENT SERVICES, INC. SAVINGS PLAN

401k

Assets$8.3M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GROUP HEALTH PLAN FOR CREDIT MANAGEMENT SERVICES, INC.

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$812K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREDIT MANAGEMENT SERVICES, INC. SAVINGS PLAN401k$8.3M1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GROUP HEALTH PLAN FOR CREDIT MANAGEMENT SERVICES, INC.Fully InsuredMEDICA INSURANCE COMPANY$812K1372024
Retirement plans
Welfare plans
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