Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Dental$6.2M
- Vision$6.2M
- Life$847K
- Short-term disability$847K
- Long-term disability$847K
Sponsor portfolio
COORDINATED SERVICES MANAGEMENT, INC.
EIN 54-1164589Latest filing 2025
Plans
3
Retirement
1
$9.4M assets
Welfare
2
$7.7M premiums
Participants
2,872
3333 PETERS CREEK ROAD, NW - ROANOKE, VA 240192719540-563-4589
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $7.7M premiums / 1,875 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ANTHEM LIFE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN
401k
Assets$9.4M
Participants1,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COORDINATED SERVICES MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN
Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA, INC.
Premiums$6.8M
Covered lives972
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
COORDINATED SERVICES MANAGEMENT, INC. DISABILITY AND LIFE INSURANCE PLAN
Fully Insured - ANTHEM LIFE INSURANCE COMPANY
Premiums$860K
Covered lives903
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | 401k | $9.4M | 1,332 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COORDINATED SERVICES MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN | Fully Insured | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $6.8M | 972 | 2025 | |
| 503 | COORDINATED SERVICES MANAGEMENT, INC. DISABILITY AND LIFE INSURANCE PLAN | Fully Insured | ANTHEM LIFE INSURANCE COMPANY | $860K | 903 | 2025 |
Retirement plans
Welfare plans