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Sponsor portfolio

CANTATA HEALTH SOLUTIONS, LLC

EIN 81-3972985-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$153K premiums
Participants
340
2303 RANCH ROAD 620 S, SUITE 160 #523 - LAKEWAY, TX 78734631-430-9035cantatahealth.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$31.6M - 196 part#501Fully Insured-$153K - 144 lives

Benefits portfolio analytics

1 plan / $153K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
  • Other$153K
Total $153K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $153K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • CORPORATE SYNERGIES GROUP LLC75%
  • CENTERSTONE INSURANCE AND FINANCIAL25%
Total $31K2 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

CANTATA HEALTH SOLUTIONS 401(K) PLAN

401k

Assets$31.6M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CANTATA HEALTH SOLUTIONS HEALTH AND WELFARE PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$153K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CANTATA HEALTH SOLUTIONS 401(K) PLAN401k$31.6M1962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CANTATA HEALTH SOLUTIONS HEALTH AND WELFARE PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$153K1442025
Retirement plans
Welfare plans
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