Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$182K
- Vision$182K
- Life$182K
- Short-term disability$182K
- +1 more
Filings through .
Cordial Experience, Inc.
EIN 47-2065823Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$10.2M assets
Health & Benefits
1
$1.6M premiums
Participants
208
402 W BROADWAY, #700 - SAN DIEGO, CA 92101619-501-5548
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.6M premiums / 161 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CORDIAL EXPERIENCE 401(K) PLAN
401(k)
Assets$10.2M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CORDIAL EXPERIENCE, INC. WELFARE BENEFITS PLAN
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.6M
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CORDIAL EXPERIENCE 401(K) PLAN | 401(k) | $10.2M | 138 | 2025 |
- #001 · 401(k) · 2025138
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CORDIAL EXPERIENCE, INC. WELFARE BENEFITS PLAN | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $1.6M | 161 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025161
Retirement plans
Health & Benefits plans