Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$288K
- Vision$288K
- Life$285K
- Short-term disability$285K
- Long-term disability$285K
- Other$285K
Sponsor portfolio
CONCERT HEALTH, INC.
EIN 81-3845562Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$573K premiums
Participants
805
550 WEST B STREET, 4TH FLOOR - SAN DIEGO, CA 92101844-900-0028
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $573K premiums / 647 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
Broker market share
Schedule A broker compensation
94%top
- ASSUREDPARTNERS94%
- AP BENEFIT ADVISORS, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCERT HEALTH, INC. 401(K) PLAN
401k
Assets$3.4M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCERT HEALTH, INC. LLC
Mixed - DELTA DENTAL OF KENTUCKY
Premiums$573K
Covered lives647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCERT HEALTH, INC. 401(K) PLAN | 401k | $3.4M | 486 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCERT HEALTH, INC. LLC | Mixed | DELTA DENTAL OF KENTUCKY | $573K | 647 | 2025 |
Retirement plans
Welfare plans