Caresource Management Services LLC
Overview
Caresource Management Services LLC sponsors a self-funded health plan that covered 5,258 participants in plan year 2025, up 14% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 5,258 · prior year 4,629
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Caresource Management Services LLC Employee Benefit Plan, plan 501 (5,258 participants); Caresource Management Services LLC Flexible Spending Acct Plan, plan 502 (738 participants)
- Broker compensation
- $181K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Long-term disability, Short-term disability, Life | 5,126 | $5.2M | — |
| Delta Dental of Ohio | Dental | 9,894 | $3.5M | — |
| Fidelity Security Life Insurance Company | Vision | 5,982 | $859K | — |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital Ind | 2,793 | $681K | $181K |
| MetLife Legal Plans | Legal | 759 | $159K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 5,258 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Caresource Management Services LLC
- Sponsor EIN
- 31-1703371
- Plan numbers
- 501, 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 31-1703371 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Caresource Management Services 401(k) Retirement Plan
- Type
- 401(k) plan
- Participants
- 7,841
About this data
Source: Caresource Management Services LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Caresource Management Services LLC.