Sponsor portfolioTH

EPISCOPAL RETIREMENT HOMES, INC.

EIN 31-0554071hospital & health careLatest filing 2025

Plans

Retirement

$21.8M assets

Welfare

$326K premiums

Participants

1,118

3870 VIRGINIA AVENUE - CINCINNATIO, OH 45227513-979-2257LinkedIn201-500 employeeshospital & health care

Plans on this EIN

2 filings

#001403b-$21.8M - 758 part #501Mixed-$326K - 736 lives

Benefits portfolio analytics

1 plan / $326K premiums / 736 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Long-term disability$191K
Life$154K
Short-term disability$154K
Other$154K
Dental$111K
Vision$24K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

47%top

HARTFORD LIFE AND ACCIDENT47%
DELTA DENTAL OF CALIFORNIA34%
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY12%
FIDELITY SECURITY LIFE INSURANCE COMPANY7%

Broker market share

Schedule A broker compensation

Split broker

80%top

LOCKTON COMPANIES, LLC80%
LIFETIME FINANCIAL GROWTH CO OF OHI10%
GEORGE E KAVALAUSKAS JR6%
JACOB S LAMB4%

Plan deep-dives

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

Retirement#001

EPISCOPAL RETIREMENT SERVICES STAFF RETIREMENT PLAN

403b

Assets$21.8M

Participants758

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501