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Sponsor portfolio

CHRONIC CARE MANAGEMENT INC DBA COSAN GROUP

EIN 82-3283998-computer software-Latest filing 2025
Plans
2
Retirement
1
$634K assets
Welfare
1
$178K premiums
Participants
638
6505 ROCKSIDE RD. - INDEPENDENCE, OH 44131440-462-8518chroniccaremanagement.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$634K - 311 part#501Mixed-$178K - 406 lives

Benefits portfolio analytics

1 plan / $178K premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$107K
  • Vision$107K
  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
Total $178K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • COMMUNITY INSURANCE COMPANY60%
  • PRINCIPAL LIFE INSURANCE COMPANY40%
Total $178K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • TODD ASSOCIATES, INC.2%
  • GCG FINANCIAL LLC2%
Total $66K3 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

CHRONIC CARE MANAGEMENT RETIREMENT SAVINGS PLAN

401k

Assets$634K
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHRONIC CARE MANAGEMENT INC EMPLOYEE BENEFITS PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$178K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHRONIC CARE MANAGEMENT RETIREMENT SAVINGS PLAN401k$634K3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHRONIC CARE MANAGEMENT INC EMPLOYEE BENEFITS PLANMixedCOMMUNITY INSURANCE COMPANY$178K4062025
Retirement plans
Welfare plans
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