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Sponsor portfolio

OHIO REAL TITLE AGENCY, LLC

EIN 02-0760823-real estate-Latest filing 2024
Plans
3
Retirement
2
$10.7M assets
Welfare
1
$1.5M premiums
Participants
368
1213 PROSPECT AVE SUITE 200 - CLEVELAND, OH 44115216-373-8288venueproperties.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$9.8M - 157 part#002CashBalance-$891K - 82 part#501Fully Insured-$1.5M - 190 lives

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN AND TRUST (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)157
  • CASH BALANCE PLAN (#002)82
Total 239Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$237K
  • Vision$237K
  • Life$237K
  • Short-term disability$237K
  • Long-term disability$237K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • BENEFIT SOURCE INC52%
  • RONALD J. FLEETER, INC.35%
  • CENTERSTONE INSURANCE AND FINANCIAL13%
Total $82K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OHIO REAL TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$9.8M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OHIO REAL TITLE AGENCY, LLC CASH BALANCE PLAN

CashBalance

Assets$891K
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHIO REAL TITLE AGENCY, LLC BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OHIO REAL TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$9.8M1572024
002OHIO REAL TITLE AGENCY, LLC CASH BALANCE PLANCashBalance$891K822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHIO REAL TITLE AGENCY, LLC BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1902024
Retirement plans
Welfare plans
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