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  2. OHIO VALLEY GOODWILL INDUSTRIES
Sponsor portfolioTH

OHIO VALLEY GOODWILL INDUSTRIES

EIN 31-0554062-Latest filing 2025
Plans
3
Retirement
1
$9.7M assets
Welfare
2
$739K premiums
Participants
1,795
10600 SPRINGFIELD PIKE - CINCINNATI, OH 45215513-771-4800
Plans on this EIN
3 filings
#001403b-$9.7M - 885 part#504Self Funded-$402K - 193 lives#506Fully Insured-$336K - 717 lives

Benefits portfolio analytics

2 plans / $739K premiums / 910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$402K
  • Long-term disability$312K
  • Dental$298K
  • Life$298K
  • Short-term disability$298K
  • Other$298K
  • +1 more
Total $739K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY58%
  • METROPOLITAN LIFE INSURANCE COMPANY40%
  • NORTHWESTERN MUTUAL2%
Total $739K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • PATRIOT GROWTH INSURANCE SERVICES89%
  • JAMES HARRY DAFFIN5%
  • STRATEGIC BENEFITS OF CINCINNATI4%
  • KELLEY FINANCIAL GRP1%
  • PATRICK KERN0%
  • +1 more
Total $47K6 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

OHIO VALLEY GOODWILL INDUSTRIES REHABILITATION CENTER, INC. 403(B) TAX SHELTERED ANNUITY PLAN

403b

Assets$9.7M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN

Self Funded - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$402K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GROUP TERM LIFE DENTAL AD&D LONG AND SHORT TERM DISABILITY PLANS

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$336K
Covered lives717
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OHIO VALLEY GOODWILL INDUSTRIES REHABILITATION CENTER, INC. 403(B) TAX SHELTERED ANNUITY PLAN403b$9.7M8852024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504OHIO VALLEY GOODWILL MEDICAL INSURANCE PLANSelf FundedFIDELITY SECURITY LIFE INSURANCE COMPANY$402K1932025
506GROUP TERM LIFE DENTAL AD&D LONG AND SHORT TERM DISABILITY PLANSFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$336K7172025
Retirement plans
Welfare plans
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