Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$728K
- Short-term disability$728K
- Long-term disability$728K
- Other$728K
- Dental$509K
- Vision$74K
Sponsor portfolio
WESTERN RESERVE CARE SOLUTIONS
EIN 83-2255711medical practiceLatest filing 2025
Plans
2
Retirement
1
$47.0M assets
Welfare
1
$1.3M premiums
Participants
2,114
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,699 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- HARTFORD LIFE AND ACCIDENT56%
- DELTA DENTAL OF CALIFORNIA39%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
72%top
- THE JAMES B OSWALD COMPANY72%
- CENTRO BENEFITS RESEARCH LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN
401k
Assets$47.0M
Participants1,261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTERN RESERVE CARE SOLUTIONS WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.3M
Covered lives1,699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN | 401k | $47.0M | 1,261 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTERN RESERVE CARE SOLUTIONS WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.3M | 1,699 | 2025 |
Retirement plans
Welfare plans