Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$978K
- Life$746K
- Short-term disability$746K
- Long-term disability$746K
- Dental$517K
- Vision$99K
Sponsor portfolioTH
OTTERBEIN SENIOR LIFESTYLE CHOICES
EIN 31-0549058hospital & health careLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$1.6M premiums
Participants
5,358
3855 LOWER MARKET STREET - LEBANON, OH 45036513-933-5440LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 3,070 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA47%
- SUPERIOR DENTAL CARE32%
- COMBINED INSURANCE COMPANY OF AMERICA10%
- EYEMED VISION CARE6%
- ALLONE HEALTH4%
Broker market share
Schedule A broker compensation
87%top
- USI INSURANCE SERVICES LLC87%
- BENEFITS ALL INSURANCE, LLC10%
- DANA LINDSEY3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OTTERBEIN HOMES 401(K) PLAN
401k
Assets$28.9M
Participants2,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.6M
Covered lives3,070
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OTTERBEIN HOMES 401(K) PLAN | 401k | $28.9M | 2,286 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.6M | 3,070 | 2025 |
Retirement plans
Welfare plans