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
Filings through .
Coordinated Services Management, Inc.
EIN 54-1164589Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
1
$11.0M assets
Health & Benefits
2
$7.7M premiums
Participants
2,924
3333 PETERS CREEK RD NW - ROANOKE, VA 240192719540-366-0622
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $7.7M premiums / 1,875 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
COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$11.0M
Participants1,384
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COORDINATED SERVICES MANAGEMENT, INC. FLEXIBLE BENEFIT PLAN
Fully insured - ANTHEM HEALTH PLANS OF VIRGINIA, INC.
Premiums$6.8M
Covered lives972
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
COORDINATED SERVICES MANAGEMENT, INC. DISABILITY AND LIFE INSURANCE PLAN
Fully insured - ANTHEM LIFE INSURANCE COMPANY
Premiums$860K
Covered lives903
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN | 401(k) | $11.0M | 1,384 | 2025 |
- #001 · 401(k) · 20251,384
Health & Benefits plans
2 plans on this EIN
| 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 |
- #502 · Fully insured · ANTHEM HEALTH PLANS OF VIRGINIA, INC. · 2025972
- #503 · Fully insured · ANTHEM LIFE INSURANCE COMPANY · 2025903
Retirement plans
Health & Benefits plans