Form 5500 · Employee benefit plan · DAYTON, OH
CARESOURCE MANAGEMENT SERVICES LLC
CARESOURCE MANAGEMENT SERVICES LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1703371 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 2,793 | December | $181,146 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 4,661 | December | $0 |
| DELTA DENTAL OF OHIO | Dental | 9,894 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 2,351 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 5,982 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 5,126 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 59 | December | $0 |
| METLIFE LEGAL PLANS | — | 759 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 4,946 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 10 | December | $0 |
Questions
Who is CARESOURCE MANAGEMENT SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARESOURCE MANAGEMENT SERVICES LLC's broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does CARESOURCE MANAGEMENT SERVICES LLC use?
CARESOURCE MANAGEMENT SERVICES LLC's benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does CARESOURCE MANAGEMENT SERVICES LLC's group plan renew?
The most recent Schedule A policy period for CARESOURCE MANAGEMENT SERVICES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARESOURCE MANAGEMENT SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.