Plan Ledger DOL Form 5500 · updated monthly

Caresource Management Services LLCbenefits

Caresource Management Services LLC Employee Benefit Plan · DAYTON, OH · plan year 2025

Broker compensation reported · 2025
$181,146

Caresource Management Services LLC's benefits plans covered 5,258 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,492,988. Insurance brokers and agents were paid $181,146 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.2% of premiums. That is $34 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 6.8% from $169,680 in 2024.

Insurance contracts · 202510
DELTA DENTAL OF OHIO · dental$3.5M · 9,894 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 5,126 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 4,661 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 2,351 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 5,982 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 10 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 59 covered
METLIFE LEGAL PLANSpremiums n/a · 759 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 4,946 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 2,793 covered
Brokers & agents paid · 20251
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 311703371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.