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Sponsor portfolio

CCFI COMPANIES, LLC

EIN 87-2161861-Latest filing 2025
Plans
2
Retirement
1
$68.5M assets
Welfare
1
$4.6M premiums
Participants
9,391
5165 EMERALD PARKWAY, SUITE 100 - DUBLIN, OH 43017614-798-5900
Plans on this EIN
2 filings
#001401k-$68.5M - 2,297 part#501Mixed-$4.6M - 5,411 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 5,411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Other$998K
  • Life$722K
  • Short-term disability$630K
  • Vision$407K
  • Long-term disability$406K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA40%
  • VISION SERVICE PLAN9%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • NFP INSURANCE SERVICES INC87%
  • ALIGHT SOLUTIONS13%
  • CAROL CLINTON SMITH0%
  • FRANWOOD ENTERPRISES INC0%
Total $449K4 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

CCFI COMPANIES, LLC 401(K) PLAN

401k

Assets$68.5M
Participants2,297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CCFI COMPANIES, LLC FLEXIBLE BENEFITS PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$4.6M
Covered lives5,411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CCFI COMPANIES, LLC 401(K) PLAN401k$68.5M2,2972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CCFI COMPANIES, LLC FLEXIBLE BENEFITS PLANMixedDELTA DENTAL OF OHIO$4.6M5,4112025
Retirement plans
Welfare plans
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