PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Coordinated Health Solutions, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Coordinated Health Solutions, LLC

EIN 99-3249014-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$963K premiums
Participants
302
22 CORPORATE PLAZA DRIVE - NEWPORT BEACH, CA 92660949-722-5091chmso.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#015Profit-sharing-$3.5M - 195 part#501Fully insured-$963K - 133 lives

Benefits portfolio analytics

1 plan / $963K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$955K
  • Dental$955K
  • Vision$955K
  • Prescription drug$955K
  • Other$8K
  • Life$5K
Total $963K6 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#015

NOI PROFIT SHARING PLAN

Profit-sharing

Assets$3.5M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COORDINATED HEALTH SOLUTIONS, LLC GROUP HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$963K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
015NOI PROFIT SHARING PLANProfit-sharing$3.5M1952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COORDINATED HEALTH SOLUTIONS, LLC GROUP HEALTH AND WELFARE PLANFully insuredBLUE CROSS OF CALIFORNIA$963K1332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica