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Sponsor portfolio

KORU HEALTH LLC

EIN 82-2902382-hospital & health care-Latest filing 2025
Plans
6
Retirement
1
$1.1M assets
Welfare
5
$1.0M premiums
Participants
1,024
2675 N. MAYFAIR ROAD, SUITE 200 - WAUWATOSA, WI 53226414-376-6686koruhealth.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
6 filings
#001401k-$1.1M - 148 part#501Fully Insured-$869K - 240 lives#502Fully Insured-$77K - 269 lives#503Fully Insured-$56K - 269 lives#504Fully Insured-$18K - 269 lives#505Fully Insured-$10K - 269 lives

Benefits portfolio analytics

5 plans / $1.0M premiums / 1,316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$869K
  • Other$85K
  • Dental$77K
  • Vision$77K
  • Short-term disability$56K
  • Life$29K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • M3 INSURANCE SOLUTIONS INC97%
  • WATCHTOWER BENEFITS, LLC2%
  • THIRD COAST ADVISORS INC1%
Total $49K3 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

KORU HEALTH, LLC RETIREMENT SAVINGS PLAN

401k

Assets$1.1M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KORU HEALTH LLC HEALTH INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$869K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KORU HEALTH LLC DENTAL AND VISION PLAN

Fully Insured - GUARDIAN

Premiums$77K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KORU HEALTH LLC ANCILLARY BENEFITS PLAN

Fully Insured - GUARDIAN

Premiums$56K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

KORU HEALTH LLC VOLUNTARY LIFE INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$18K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

KORU HEALTH LLC LIFE INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$10K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KORU HEALTH, LLC RETIREMENT SAVINGS PLAN401k$1.1M1482024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KORU HEALTH LLC HEALTH INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$869K2402025
502KORU HEALTH LLC DENTAL AND VISION PLANFully InsuredGUARDIAN$77K2692025
503KORU HEALTH LLC ANCILLARY BENEFITS PLANFully InsuredGUARDIAN$56K2692025
504KORU HEALTH LLC VOLUNTARY LIFE INSURANCE PLANFully InsuredGUARDIAN$18K2692025
505KORU HEALTH LLC LIFE INSURANCE PLANFully InsuredGUARDIAN$10K2692025
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