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Sponsor portfolioTH

OHIO MASONIC HOMES

EIN 31-0536997-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$243K premiums
Participants
1,332
2655 WEST NATIONAL ROAD - SPRINGFIELD, OH 45504937-525-1743LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$15.8M - 949 part#501Mixed-$243K - 549 lives

Benefits portfolio analytics

1 plan / $243K premiums / 549 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$179K
  • Life$140K
  • Long-term disability$102K
  • Short-term disability$38K
  • Vision$26K
Total $243K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA58%
  • AFLAC19%
  • COMPSYCH13%
  • VISION SERVICE PLAN11%
Total $243K4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MARSH & MCLENNAN AGENCY LLC46%
  • STEPHEN BRIAN LOMBARDOZZI10%
  • JENNIFER LOEFFLER9%
  • CARRIE L CARTER7%
  • LISA R CANFIELD5%
  • +3 more
Total $14K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE OHIO MASONIC HOME 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$15.8M
Participants949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHIO MASONIC HOME HEALTH AND ACCIDENT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$243K
Covered lives549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE OHIO MASONIC HOME 403(B) RETIREMENT SAVINGS PLAN403b$15.8M9492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHIO MASONIC HOME HEALTH AND ACCIDENT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$243K5492025
Retirement plans
Welfare plans
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