# CONSUMER DIRECT MANAGEMENT SOLUTIONS HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **CONSUMER DIRECT HOLDINGS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CONSUMER DIRECT HOLDINGS, INC. |
| EIN | 462276210 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MISSOULA, MT |
| Industry | medical practice |
| Funding | fully insured |
| Total premiums | $3.1M |
| Participants | 3,727 |
| Persons covered | 3,652 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other, STD |
| DELTA DENTAL OF CALIFORNIA | Dental |
| VISION SERVICE PLAN (VSP) | Vision |
| 98POINT6 | Health |
| TRANSAMERICA LIFE INSURANCE COMPANY | Health, Life |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | BLUECROSS BLUESHIELD OF MONTANA |
| MARSH & MCLENNAN AGENCY LLC | DELTA DENTAL INSURANCE COMPANY |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| GIS BENEFITS INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | VISION SERVICE PLAN |
| MARSH & MCLENNAN AGENCY LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | TRANSAMERICA LIFE INSURANCE COMPANY |
| THE BOON INSURANCE AGENCY | TRANSAMERICA LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | FIRST UNUM LIFE INS CO |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/462276210-501
- Cite as: PlanOptica, https://planoptica.com/welfare/462276210-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers