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Sponsor portfolioWelfare / HealthEIN 31-1703371
CARESOURCE MANAGEMENT SERVICES LLC
230 NORTH MAIN STREET · DAYTON, OH 45402
9372243300
- Plans filed
- 2
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$10.4M
No prior year
Persons covered
9,894
No prior year
Total participants
6,012
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $3.5M | 27.6% | |
| Other | $3.1M | 24.6% | |
| Life | $2.3M | 17.9% | |
| Short-term disability | $1.6M | 12.6% | |
| Long-term disability | $1.3M | 10.4% | |
| Vision | $859K | 6.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $5.2M | 50.0% | 1 | 3 | 5,126 |
EIN 310685339 | D | $3.5M | 33.7% | 1 | 1 | 9,894 |
EIN 430949844 | V | $859K | 8.3% | 1 | 4 | 5,982 |
EIN 410451140 | Oth | $681K | 6.6% | 1 | 1 | 2,793 |
EIN 341650967 | Oth | $159K | 1.5% | 1 | 1 | 759 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | MINNEAPOLIS, MN | RELIASTAR LIFE INSURANCE COMPANY | $181K | $0 | $181K | 100.0% | 1 |
History & trajectory
6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan