Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$24.0M
- Life$1.8M
- Short-term disability$1.8M
- Long-term disability$1.8M
- Other$1.8M
- Dental$1.1M
- +1 more
Sponsor portfolio
CORIENT SERVICES LLC
EIN 87-3513335Latest filing 2025
Plans
2
Retirement
1
$267.2M assets
Welfare
1
$27.1M premiums
Participants
2,756
2 SOUTH BISCAYNE BLVD., 32ND FLOOR - MIAMI, FL 33131416-681-6628
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $27.1M premiums / 3,151 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA4%
- EYEMED VISION CARE1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- MARSH & MCLENNAN AGENCY LLC90%
- EOI SERVICE COMPANY INC8%
- WORKDAY INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORIENT SERVICES LLC 401(K) PLAN
401k
Assets$267.2M
Participants1,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORIENT SERVICES HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$27.1M
Covered lives3,151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORIENT SERVICES LLC 401(K) PLAN | 401k | $267.2M | 1,512 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORIENT SERVICES HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $27.1M | 3,151 | 2025 |
Retirement plans
Welfare plans