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Sponsor portfolioTH

AUGUSTAR LIFE INSURANCE COMPANY

EIN 31-0397080-insurance-Latest filing 2025
Plans
11
Retirement
3
$236.8M assets
Welfare
8
$1.1M premiums
Participants
10,315
ONE FINANCIAL WAY - CINCINNATI, OH 45242514-794-6100LinkedIn501-1000 employeesinsurance
Plans on this EIN
11 filings
#003401k-$177.0M - 1,185 part#001TraditionalDB-$59.8M - 142 part#005401k-$71K - 1 part#507Self Funded-$361K - 1,523 lives#502Mixed-$288K - 1,519 lives#501Fully Insured-$273K - 544 lives#515Fully Insured-$169K - 800 lives#512Fully Insured-$15K - 813 lives#505Fully Insured-$3K - 813 lives#509Fully Insured-1,633 lives#511Mixed-1,342 lives

Retirement portfolio analytics

3 plans aggregated / $236.8M assets / 1,328 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#003)75%
  • LIFE INSURANCE COMPANY (#001)25%
  • PLAN FOR AGENTS (#005)0%
Total $236.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)1,185
  • LIFE INSURANCE COMPANY (#001)142
  • PLAN FOR AGENTS (#005)1
Total 1,328Click row to drill in

Benefits portfolio analytics

8 plans / $1.1M premiums / 8,987 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$361K
  • Stop-loss$361K
  • Life$291K
  • Long-term disability$273K
  • Other$15K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • HARTFORD LIFE AND ACCIDENT51%
  • AETNA LIFE INSURANCE COMPANY48%
  • HEALTH AND HUMAN RESOURCE CENTER1%
  • ACE AMERICAN INSURANCE COMPANY0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $9861 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN

401k

Assets$177.0M
Participants1,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE PENSION PLAN FOR EMPLOYEES OF THE OHIO NATIONAL LIFE INSURANCE COMPANY

TraditionalDB

Assets$59.8M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE OHIO NATIONAL LIFE INSURANCE COMPANY 401(K) PLAN FOR AGENTS

401k

Assets$71K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HOME OFFICE MEDICAL PLAN

Self Funded - AETNA LIFE INSURANCE CO

Premiums$361K
Covered lives1,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HOME OFFICE GROUP LIFE INSURANCE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$288K
Covered lives1,519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DISABILITY INCOME FOR THE HOME OFFICE EMPLOYEES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$273K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

VOLUNTARY AND CRITICAL PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$169K
Covered lives800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

HOME OFFICE EAP

Fully Insured - HEALTH AND HUMAN RESOURCE CENTER

Premiums$15K
Covered lives813
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

OHIO NATIONAL LIFE INSURANCE COMPANY GROUP TRAVEL ACCIDENT PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$3K
Covered lives813
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

HOME OFFICE DENTAL PLAN

Fully Insured - DELTA DENTAL OF OHIO

Premiums$0
Covered lives1,633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

HOME OFFICE VISION

Mixed - AETNA LIFE INSURANCE CO

Premiums$0
Covered lives1,342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN401k$177.0M1,1852024
001THE PENSION PLAN FOR EMPLOYEES OF THE OHIO NATIONAL LIFE INSURANCE COMPANYTraditionalDB$59.8M1422024
005THE OHIO NATIONAL LIFE INSURANCE COMPANY 401(K) PLAN FOR AGENTS401k$71K12024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HOME OFFICE MEDICAL PLANSelf FundedAETNA LIFE INSURANCE CO$361K1,5232025
502HOME OFFICE GROUP LIFE INSURANCE PLANMixedHARTFORD LIFE AND ACCIDENT$288K1,5192025
501DISABILITY INCOME FOR THE HOME OFFICE EMPLOYEESFully InsuredHARTFORD LIFE AND ACCIDENT$273K5442025
515VOLUNTARY AND CRITICAL PLANFully InsuredAETNA LIFE INSURANCE CO$169K8002025
512HOME OFFICE EAPFully InsuredHEALTH AND HUMAN RESOURCE CENTER$15K8132025
505OHIO NATIONAL LIFE INSURANCE COMPANY GROUP TRAVEL ACCIDENT PLANFully InsuredACE AMERICAN INSURANCE COMPANY$3K8132025
509HOME OFFICE DENTAL PLANFully InsuredDELTA DENTAL OF OHIO$01,6332025
511HOME OFFICE VISIONMixedAETNA LIFE INSURANCE CO$01,3422025
Retirement plans
Welfare plans
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