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Filings through Oct 24, 2026.

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Otterbein Homes

EIN 31-0549058-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$39.4M assets
Health & Benefits
1
$1.6M premiums
Participants
5,598
3855 LOWER MARKET STREET SUITE 300 - LEBANON, OH 45036513-933-5438LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002401(k)-$39.4M - 2,526 part#503Mixed-$1.6M - 3,070 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.6M premiums / 3,070 covered lives

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
Total $1.6M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

OTTERBEIN HOMES 401(K) PLAN

401(k)

Assets$39.4M
Participants2,526
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.6M
Covered lives3,070
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002OTTERBEIN HOMES 401(K) PLAN401(k)$39.4M2,5262025
  • OTTERBEIN HOMES 401(K) PLAN$39.4M
    #002 · 401(k) · 20252,526

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.6M3,0702025
  • OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLAN$1.6M
    #503 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20253,070
Retirement plans
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