PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RELEVATE HEALTH MANAGEMENT, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 87-2676505

RELEVATE HEALTH MANAGEMENT, LLC

8044 MONTGOMERY ROAD · CINCINNATI, OH 45236
5138648900
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
451
No prior year
Total participants
260
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.0M
RELEVATE HEALTH MANAGEMENT BENEFIT PLAN
Fully insured451 covered·2 carriers
Primary: COMMUNITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.0M28.8%
Health$1.7M24.3%
Prescription drug$1.7M24.3%
Dental$307K4.5%
Vision$307K4.5%
Life$307K4.5%
Short-term disability$307K4.5%
Long-term disability$307K4.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HRxOth
$1.7M84.4%11352
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$307K15.6%11451

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESDAYTONA BEACH, FLCOMMUNITY INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$66K$8K$73K100.0%1

History & trajectory

4 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
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