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Sponsor portfolio

IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5

EIN 31-0329926-Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$1.3M premiums
Participants
283
35 EAST 7TH STREET, SUITE 501 - CINCINNATI, OH 45202513-721-1302
Plans on this EIN
2 filings
#001TraditionalDB-$16.6M - 212 part#501Fully Insured-$1.3M - 71 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 71 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Dental$53K
  • Life$34K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CUSTOM DESIGN BENEFITS93%
  • DENTAL CARE PLUS, INC.4%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • NATIONAL MEDICAL EXCESS LLC79%
  • CUSTOM DESIGN BENEFITS12%
  • SHERRILL D MORGAN & ASSOCIATES5%
  • MEDICAL MUTUAL OF OHIO3%
  • CORNERSTONE BROKER INS SERVICES0%
  • +2 more
Total $311K7 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

CINCINNATI STAGE EMPLOYEES LOCAL 5 PENSION PLAN

TraditionalDB

Assets$16.6M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN

Fully Insured - CUSTOM DESIGN BENEFITS

Premiums$1.3M
Covered lives71
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CINCINNATI STAGE EMPLOYEES LOCAL 5 PENSION PLANTraditionalDB$16.6M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLANFully InsuredCUSTOM DESIGN BENEFITS$1.3M712025
Retirement plans
Welfare plans
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