# PROFESSIONAL CASE MANAGEMENT HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **PROFESSIONAL CASE MANAGEMENT**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PROFESSIONAL CASE MANAGEMENT |
| EIN | 841383042 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | DENVER, CO |
| Industry | Health Care and Social Assistance |
| Funding | fully insured |
| Total premiums | $8.6M |
| Participants | 887 |
| Persons covered | 1,203 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision, PPO |
| METLIFE LEGAL PLANS | Dental |
| SUN LIFE FINANCIAL | STD, LTD |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| LOCKTON COMPANIES, LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| VOLUNTARY SOLUTIONS INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| RPM LTD | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| FOREVER EMPLOYER LTD | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |

## 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/841383042-501
- Cite as: PlanOptica, https://planoptica.com/welfare/841383042-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers