Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$12K
- Other$12K
Sponsor portfolio
ORGANIZED LIVING, INC.
EIN 31-0525723building materialsLatest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$12K premiums
Participants
278
3100 EAST KEMPER ROAD - CINCINNATI, OH 45241513-277-3700organizedliving.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12K premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ORGANIZED LIVING, INC. RETIREMENT PLAN
401k
Assets$14.6M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ORGANIZED LIVING INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$12K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ORGANIZED LIVING, INC. RETIREMENT PLAN | 401k | $14.6M | 163 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ORGANIZED LIVING INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | 115 | 2025 |
Retirement plans
Welfare plans