# CORIENT SERVICES HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **CORIENT SERVICES LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CORIENT SERVICES LLC |
| EIN | 873513335 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MIAMI, FL |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $27.1M |
| Participants | 1,244 |
| Persons covered | 3,151 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Indemnity |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, LTD, Other |
| DELTA DENTAL OF CALIFORNIA | Dental |
| EYEMED VISION CARE | Vision |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| EOI SERVICE COMPANY INC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| WORKDAY INC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | DELTA DENTAL INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | EYEMED |
| EOI SERVICE COMPANY INC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | AMERICAN HERITAGE LIFE 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/873513335-501
- Cite as: PlanOptica, https://planoptica.com/welfare/873513335-501
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