Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Vision$7.9M
- Dental$493K
- Short-term disability$256K
- Long-term disability$191K
- Life$66K
- +1 more
Sponsor portfolio
PROFESSIONAL CASE MANAGEMENT
EIN 84-1383042Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$8.6M premiums
Participants
6,473
500 EAST 8TH AVENUE - DENVER, CO 80203303-764-4282
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.6M premiums / 1,203 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
96%top
- LOCKTON COMPANIES, LLC96%
- VOLUNTARY SOLUTIONS INC3%
- RPM BENEFIT ADVISORS LLC2%
- FOREVER EMPLOYER LTD0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROFESSIONAL CASE MANAGEMENT 401(K) PLAN
401k
Assets$9.5M
Participants5,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROFESSIONAL CASE MANAGEMENT HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.6M
Covered lives1,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROFESSIONAL CASE MANAGEMENT 401(K) PLAN | 401k | $9.5M | 5,586 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROFESSIONAL CASE MANAGEMENT HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.6M | 1,203 | 2025 |
Retirement plans
Welfare plans