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  2. Relevate Health Management, LLC.
  • Benefits analytics
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Filings through Oct 24, 2026.

Relevate Health Management, LLC.

EIN 87-2676505-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$32.2M assets
Health & Benefits
1
$2.0M premiums
Participants
616
8044 MONTGOMERY ROAD, SUITE 700-7384 - CINCINNATI, OH 45236513-864-8900
Plans on this EIN
2 filings
#001401(k)-$32.2M - 356 part#502Fully insured-$2.0M - 451 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.0M premiums / 451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$307K
  • Vision$307K
  • Life$307K
  • +2 more
Total $2.0M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$32.2M
Participants356
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

RELEVATE HEALTH MANAGEMENT BENEFIT PLAN

Fully insured - COMMUNITY INSURANCE COMPANY

Premiums$2.0M
Covered lives451
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN401(k)$32.2M3562025
  • RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN$32.2M
    #001 · 401(k) · 2025356

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502RELEVATE HEALTH MANAGEMENT BENEFIT PLANFully insuredCOMMUNITY INSURANCE COMPANY$2.0M4512025
  • RELEVATE HEALTH MANAGEMENT BENEFIT PLAN$2.0M
    #502 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025451
Retirement plans
Health & Benefits plans

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