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
Sponsor portfolio
RELEVATE HEALTH MANAGEMENT, LLC
EIN 87-2676505Latest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$2.0M premiums
Participants
602
8044 MONTGOMERY ROAD, SUITE 700-7384 - CINCINNATI, OH 45236513-864-8900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 451 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- COMMUNITY INSURANCE COMPANY84%
- PRINCIPAL LIFE INSURANCE COMPANY16%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN
401k
Assets$24.9M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
RELEVATE HEALTH MANAGEMENT BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$2.0M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | 401k | $24.9M | 342 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | RELEVATE HEALTH MANAGEMENT BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.0M | 451 | 2025 |
Retirement plans
Welfare plans