Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$219K
- Life$169K
- Short-term disability$169K
- Long-term disability$169K
- Vision$38K
Sponsor portfolio
CARLOS G. OTIS HEALTH CARE CENTER, INC.
EIN 03-0177161Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$257K premiums
Participants
466
PO BOX 216 - TOWNSHEND, VT 05353802-365-3601
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $257K premiums / 254 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY66%
- VISION SERVICE PLAN15%
- RELIASTAR LIFE INSURANCE COMPANY14%
- KGA5%
Broker market share
Schedule A broker compensation
89%top
- THE RICHARDS GROUP89%
- BENE RE LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTIS HEALTH CARE CENTER 401K PLAN
401k
Assets$26.2M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CARLOS G. OTIS HEALTH CARE CENTER, INC. WRAP PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$257K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTIS HEALTH CARE CENTER 401K PLAN | 401k | $26.2M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CARLOS G. OTIS HEALTH CARE CENTER, INC. WRAP PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $257K | 254 | 2025 |
Retirement plans
Welfare plans