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Sponsor portfolioTH

WESLEY COMMUNITY SERVICES ORGANIZATION

EIN 31-0537097-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$77K premiums
Participants
325
2091 RADCLIFF DRIVE - CINCINNATI, OH 45204513-661-2777wesleycs.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$2.5M - 187 part#501Fully Insured-$77K - 133 lives

Benefits portfolio analytics

1 plan / $77K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$77K
  • Long-term disability$77K
  • Other$77K
Total $77K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $77K1 slice

Broker market share

Schedule A broker compensation

Split broker
61%top
  • THE JAMES B OSWALD COMPANY61%
  • UNKNOWN24%
  • CENTRO BENEFITS RESEARCH LLC15%
Total $19K3 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

403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION

403b

Assets$2.5M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESLEY COMMUNITY SERVICES HEALTH AND WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$77K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION403b$2.5M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESLEY COMMUNITY SERVICES HEALTH AND WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$77K1332025
Retirement plans
Welfare plans
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